Aditya Birla Sun Life Asset Allocator FoF vs Motilal Oswal Asset Allocation FOF compare

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tortoise-icon Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

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tortoise-icon Motilal Oswal Asset Allocation FOF- A- Regular Growth

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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 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) ₹185 Cr ₹67 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 1.18 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 1.29% 1.9%
6 Month 6.74% 8.3%
1 Year 22.54% 22.89%
3 Year 13.87% 13.35%
5 Year 16.62% -

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 Year 15.6% 18.86%
3 Year 18.99% 19.04%
5 Year 17.28% -

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 9.81% 12.93%
3 Year 10.43% 14.06%
5 Year 9.17% -

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% 8.85%
Sharp 1.1% 0.86%
Beta 0.51% 0.74%
Alpha 3.82% 1.9%

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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
Fund Manage 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 99.99 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Others 99.99 0.52
Unclassified - 99.48

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