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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) | ₹40 Cr | ₹233 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 FoF | Domestic 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 | -0.09% | 0.02% |
| 6 Month | 1.58% | 1.27% |
| 1 Year | 8.68% | 8.53% |
| 3 Year | 13.97% | 15.94% |
| 5 Year | 11.78% | 13.81% |
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 | 2.02% | 1.91% |
| 1 Year | 10.23% | 11.24% |
| 3 Year | 11.98% | 13.16% |
| 5 Year | 12.17% | 13.71% |
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 | 9.94% | 10.79% |
| 3 Year | 11.63% | 14.5% |
| 5 Year | 10.54% | 13.42% |
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 | 5.98% | 8.55% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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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