Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹37 Cr | ₹223 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 09 May 2011 | 09 May 2011 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 1085% | 1085% |
Expense Ratio | 1.15 | 1.2 |
Manager | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF084M01077 | INF084M01101 |
Exits Load | Aditya Birla Sun Life Financial Planning FOF - Moderate Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
1 Month | 1.6% | 1.86% |
6 Month | 10.91% | 13.7% |
1 Year | 3.11% | 1.06% |
3 Year | 13.64% | 15.47% |
5 Year | 14.39% | 17.46% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.13% | 2.79% |
1 Year | 9.75% | 10.83% |
3 Year | 13.35% | 15.19% |
5 Year | 12.78% | 14.78% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.19% | 11.42% |
3 Year | 11.5% | 14.18% |
5 Year | 10.45% | 13.23% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.40% | 9.93% |
Sharp | 0.87% | 0.84% |
Beta | - | 1.08% |
Alpha | - | 3.00% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - 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 - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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