Aditya Birla Sun Life Financial Planning Fund vs HSBC Managed Solutions compare

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tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

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tortoise-icon HSBC Managed Solutions - Moderate - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹214 Cr ₹59 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 09 May 2011 30 Apr 2014
Category Domestic Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI BSE India Bond Index
Turn Over 1085% 54%
Expense Ratio 1.07 1.95
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF084M01101 INF336L01IG6
Exits Load Exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 1 year/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
1 Month 1.47% 1.81%
6 Month 16.04% 13.53%
1 Year 34.99% 31.12%
3 Year 17.37% 16.89%
5 Year 19.22% 19.46%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
6 Month - -
1 Year 14.72% 10.91%
3 Year 34.07% 26.17%
5 Year 60.66% 48.27%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
1 Year 18.33% 15.79%
3 Year 45.77% 37.73%
5 Year 65.44% 52.67%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
Standard Deviation 8.55% 8.55%
Sharp 1.11% 0.82%
Beta 0.7% 0.7%
Alpha 4.03% 1.57%

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Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth
Name Dhaval Joshi Gautam Bhupal
Total AUM ₹361932 Cr ₹25949 Cr
Fund Manage 55 13
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HSBC Managed Solutions - Moderate - Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

HSBC Managed Solutions - Moderate - Growth

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

HSBC Managed Solutions - Moderate - Growth

Others 0.61 1.82
Unclassified 99.39 98.18

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