HSBC Managed Solutions vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
HSBC Managed Solutions - Conservative - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Managed Solutions - Conservative - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Managed Solutions - Conservative - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Moderately High |
Asset Size (Cr) | ₹209 Cr | ₹23 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 | 1.2 | 1.3 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF084M01101 | INF336L01IM4 |
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 - Conservative - 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 - Conservative - Growth |
---|---|---|
1 Month | -2.93% | 0.14% |
6 Month | -6.54% | 1.85% |
1 Year | 7.07% | 6.91% |
3 Year | 13.26% | 6.06% |
5 Year | 14.93% | 5.97% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Managed Solutions - Conservative - Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.14% | 5.46% |
3 Year | 13.55% | 7.27% |
5 Year | 14.81% | 6.45% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Managed Solutions - Conservative - Growth |
---|---|---|
1 Year | 12.19% | 6.82% |
3 Year | 14.06% | 5.96% |
5 Year | 12.94% | 6.11% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Managed Solutions - Conservative - Growth |
---|---|---|
Standard Deviation | 9.822% | 2.339% |
Sharp | 0.732% | -0.072% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | HSBC Managed Solutions - Conservative - 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 - Conservative - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
HSBC Managed Solutions - Conservative - 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 - Conservative - Growth |
---|---|---|
Others | 100.01 | 100 |
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