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
| 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) | ₹36 Cr | ₹217 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 | 1.13 | 1.15 |
| 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 |
| 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 | -3.26% | -4.72% |
| 6 Month | -0.6% | -2.27% |
| 1 Year | 12.32% | 13.81% |
| 3 Year | 11.57% | 13.06% |
| 5 Year | 13.53% | 16.09% |
| 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 | - | - |
| 1 Year | 5.7% | 4.89% |
| 3 Year | 14.28% | 16.76% |
| 5 Year | 13.87% | 16.62% |
| 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 | 10.17% | 11.91% |
| 3 Year | 11.28% | 14.05% |
| 5 Year | 10.33% | 12.74% |
| 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% |
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| 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 |
| Fund Manage | 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 |
| 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 | 100.01 |
| 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 | 100.01 |
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