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)	₹233 Cr	₹270 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

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	-0.43%	2.76%
6 Month	4.22%	11.07%
1 Year	6.76%	15.95%
3 Year	15.84%	18.41%
5 Year	14.73%	15.39%

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	0.53%	5.75%
1 Year	9.48%	22.05%
3 Year	13.44%	18.31%
5 Year	13.98%	16.19%

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	10.86%	10.17%
3 Year	14.45%	11.24%
5 Year	13.41%	9.63%

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	9.75%	8.18%
Sharp	0.90%	1.23%
Beta	1.09%	0.51%
Alpha	2.56%	3.82%

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
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