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Aditya Birla Sun Life Asset Allocator FoF vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹226 Cr | ₹244 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 17 Aug 2006 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE India Bond Index |
| Turn Over | 1085% | 64.15% |
| Expense Ratio | 1.2 | 1.2 |
| Manager | Dhaval Joshi | Dhaval Joshi |
| ISIN Code | INF084M01101 | INF084M01AE2 |
| 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 | Aditya Birla Sun Life Asset Allocator FoF Scheme - 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 | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.87% | 2.17% |
| 6 Month | 7.43% | 9.82% |
| 1 Year | 7.57% | 11.8% |
| 3 Year | 16.3% | 17.39% |
| 5 Year | 17.2% | 16.48% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.85% | 2.82% |
| 1 Year | 9.21% | 13.7% |
| 3 Year | 13.56% | 15.52% |
| 5 Year | 13.88% | 14.4% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.24% | 9.84% |
| 3 Year | 14.25% | 10.99% |
| 5 Year | 13.32% | 9.51% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.76% | 8.18% |
| Sharp | 0.95% | 1.22% |
| Beta | 1.09% | - |
| Alpha | 2.50% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| Name | Dhaval Joshi | Dhaval Joshi |
| Total AUM | ₹361932 Cr | ₹361932 Cr |
| Funds Managed | 55 | 55 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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