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Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Financial Planning Fund compare

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tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - 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 - 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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