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 Very High High
Asset Size (Cr) ₹217 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 1.15 1.92
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF084M01101 INF336L01IG6
Exits Load Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Managed Solutions - Moderate - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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 -4.43% -3.71%
6 Month -4.75% -1.91%
1 Year 10.19% 10.02%
3 Year 13.11% 10.64%
5 Year 15.92% 13.5%

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 6.56% 8.22%
3 Year 17.75% 15.75%
5 Year 17.37% 15.38%

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 11.91% 10.77%
3 Year 14.05% 11.47%
5 Year 12.74% 9.72%

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 100.01 100

Sector Allocation

Scheme Name

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

HSBC Managed Solutions - Moderate - Growth

Others 100.01 100

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