Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Asset Allocator FoF 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)	₹229 Cr	₹227 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 Hybrid FoF	Domestic Hybrid 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	-1.5%	-1.3%
6 Month	8.86%	7.73%
1 Year	2.48%	4.21%
3 Year	16.93%	15.91%
5 Year	17.68%	16.35%

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	5.02%	4.22%
1 Year	9.16%	9.91%
3 Year	16.38%	16.46%
5 Year	15.74%	14.98%

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	11.75%	10.15%
3 Year	14.06%	10.76%
5 Year	13.13%	9.33%

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	10.13%	8.21%
Sharp	1.22%	1.31%
Beta	1.05%	-
Alpha	2.60%	-

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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