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Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Asset Allocator FoF compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| 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 | -0.97% | 2.25% |
| 6 Month | 2.94% | 9.85% |
| 1 Year | 5.19% | 14.59% |
| 3 Year | 15.78% | 18.24% |
| 5 Year | 14.63% | 15.27% |
SIP Return Analysis
| 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 | 1.92% | 6.32% |
| 1 Year | 13.49% | 24.3% |
| 3 Year | 14.19% | 18.64% |
| 5 Year | 14.19% | 16.2% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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 | 8.55% | 7.06% |
| Sharp | 1.11% | 1.1% |
| Beta | 0.7% | 0.51% |
| Alpha | 4.03% | 3.82% |
Fund Managers
| 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 |
Market Cap
| 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 |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| 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 |
|---|---|---|
| Others | 100 | 100 |
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