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) | ₹227 Cr | ₹91 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 Hybrid FoF | Domestic Hybrid 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 | -1.06% | 0.04% |
6 Month | 9.33% | 9.7% |
1 Year | 4.65% | 8.52% |
3 Year | 15.64% | 15.51% |
5 Year | 15.73% | - |
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 | 1.76% | 3.88% |
1 Year | 8.25% | 12.23% |
3 Year | 15.6% | 16.48% |
5 Year | 14.48% | - |
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 | 10.05% | 12.48% |
3 Year | 10.88% | 13.8% |
5 Year | 9.43% | - |
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 | 8.09% | 7.78% |
Sharp | 1.08% | 1.13% |
Beta | - | - |
Alpha | - | - |
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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