Aditya Birla Sun Life Asset Allocator FoF vs Motilal Oswal Asset Allocation FOF compare
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Motilal Oswal Asset Allocation FOF- A- Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹270 Cr | ₹117 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Aug 2006 | 12 Mar 2021 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI |
| Turn Over | 64.15% | 36% |
| Expense Ratio | 1.2 | 0.52 |
| Manager | Dhaval Joshi | Rouhak Shah |
| ISIN Code | INF084M01AE2 | INF247L01AM0 |
| Exits Load | 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 | Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| 1 Month | 5.11% | 2.71% |
| 6 Month | 11.8% | 10.09% |
| 1 Year | 18.6% | 16.63% |
| 3 Year | 19.94% | 18.78% |
| 5 Year | 15.72% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| 6 Month | 5.75% | 3.74% |
| 1 Year | 22.05% | 19.11% |
| 3 Year | 18.31% | 17.4% |
| 5 Year | 16.19% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| 1 Year | 10.17% | 12.08% |
| 3 Year | 11.24% | 13.96% |
| 5 Year | 9.63% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Standard Deviation | 7.06% | 7.22% |
| Sharp | 1.1% | 1.33% |
| Beta | 0.51% | - |
| Alpha | 3.82% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Rouhak Shah |
| Total AUM | ₹361932 Cr | ₹105 Cr |
| Funds Managed | 55 | 2 |
| Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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