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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) | ₹39 Cr | ₹231 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 | 0.8% | 0.68% |
| 6 Month | 3.93% | 4.15% |
| 1 Year | 7.36% | 5.83% |
| 3 Year | 13.98% | 15.58% |
| 5 Year | 13.05% | 15.38% |
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 | 2.92% | 2.64% |
| 1 Year | 13.23% | 14.1% |
| 3 Year | 13.21% | 14.47% |
| 5 Year | 12.81% | 14.4% |
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 | 10.02% | 10.93% |
| 3 Year | 11.6% | 14.43% |
| 5 Year | 10.52% | 13.39% |
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 | 1.15% | 1.11% |
| Beta | 0.48% | 0.7% |
| Alpha | 3.15% | 4.03% |
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 | 100.01 | 99.99 |
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 | 100.01 | 99.99 |
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