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)	₹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	Flexi Cap	Flexi Cap
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	2.19%	2.13%
6 Month	7.19%	9.53%
1 Year	6.92%	11.37%
3 Year	16.4%	17.45%
5 Year	17.5%	16.82%

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	0.78%	2.78%
1 Year	9.36%	13.86%
3 Year	13.59%	15.54%
5 Year	13.9%	14.41%

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%

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%	-

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