Aditya Birla Sun Life Asset Allocator FoF vs Aditya Birla Sun Life Financial Planning Fund compare

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

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Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

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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	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)	₹223 Cr	₹232 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 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%	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

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	2.25%	3.34%
6 Month	14.3%	12.62%
1 Year	1.44%	5.03%
3 Year	16.49%	16.47%
5 Year	17.39%	16.08%

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	2.79%	3.37%
1 Year	10.83%	12.58%
3 Year	15.19%	15.99%
5 Year	14.78%	14.54%

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	11.42%	10.05%
3 Year	14.18%	10.88%
5 Year	13.23%	9.43%

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	9.93%	8.17%
Sharp	0.84%	0.97%
Beta	1.08%	-
Alpha	3.00%	-

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