Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme vs Motilal Oswal 5 Year G compare
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate | Moderate |
| Asset Size (Cr) | ₹1388 Cr | ₹50 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹1000 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 28 Dec 2006 | 06 Oct 2021 |
| Category | Domestic FoF | Domestic Deb FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Composite Bond TRI | Nifty 5yr Benchmark G-Sec Index |
| Turn Over | 20% | 65.88% |
| Expense Ratio | 0.54 | 0.2 |
| Manager | Kaustubh Gupta | Rakesh Shetty |
| ISIN Code | INF084M01AH5 | INF247L01AR9 |
| Exits Load | Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| 1 Month | 0.17% | 0.01% |
| 6 Month | 2.59% | 1.94% |
| 1 Year | 7.42% | 7.49% |
| 3 Year | 7.35% | 7.47% |
| 5 Year | 5.61% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| 6 Month | 1.22% | 0.6% |
| 1 Year | 5.93% | 4.96% |
| 3 Year | 7.28% | 7.28% |
| 5 Year | 6.64% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| 1 Year | 7.72% | 7.11% |
| 3 Year | 7.21% | 6.41% |
| 5 Year | 7.54% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| Standard Deviation | 9.28% | 3.50% |
| Sharp | 0.03% | 0.27% |
| Beta | -0.1% | 0.19% |
| Alpha | 0.29% | 0.72% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| Name | Kaustubh Gupta | Rakesh Shetty |
| Total AUM | ₹240522 Cr | ₹33886 Cr |
| Funds Managed | 15 | 19 |
| Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth | Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth |
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth |
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth |
|---|---|---|
| Others | 100 | 100 |
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