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) | ₹217 Cr | ₹185 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 | 1.15 | 1.18 |
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 | -2.71% | -1.3% |
6 Month | -5.11% | -1.49% |
1 Year | 8.32% | 10.05% |
3 Year | 12.97% | 12.67% |
5 Year | 14.99% | 14.8% |
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 | - | - |
1 Year | 2.29% | 5.63% |
3 Year | 15.95% | 16.14% |
5 Year | 16.08% | 15.41% |
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 | 12.19% | 10.13% |
3 Year | 14.06% | 10.57% |
5 Year | 12.94% | 9.25% |
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 | 8.55% | 7.06% |
Sharp | 1.11% | 1.1% |
Beta | 0.7% | 0.51% |
Alpha | 4.03% | 3.82% |
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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 |
Fund Manage | 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 | 100.01 | 99.99 |
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 | 100.01 | 99.99 |
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