Aditya Birla Sun Life Financial Planning Fund vs BANDHAN Asset Allocation Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹231 Cr | ₹19 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 11 Feb 2010 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 1085% | 78% |
| Expense Ratio | 1.2 | 1.22 |
| Manager | Dhaval Joshi | Viraj Kulkarni |
| ISIN Code | INF084M01101 | INF194K01953 |
| Exits Load | 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 | Bandhan Asset Allocation Fund of Funds - Aggressive Plan - Regular 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 - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.68% | 0.79% |
| 6 Month | 4.15% | 5.01% |
| 1 Year | 5.83% | 4.58% |
| 3 Year | 15.58% | 13.79% |
| 5 Year | 15.38% | 13.21% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.64% | 3.01% |
| 1 Year | 14.1% | 13.01% |
| 3 Year | 14.47% | 12.98% |
| 5 Year | 14.4% | 12.39% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.93% | 8.31% |
| 3 Year | 14.43% | 10.76% |
| 5 Year | 13.39% | 10.28% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.75% | 8.75% |
| Sharp | 0.90% | 0.81% |
| Beta | 1.09% | 0.99% |
| Alpha | 2.56% | 1.44% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Viraj Kulkarni |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 8 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| Others | 99.99 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth |
|---|---|---|
| Others | 99.99 | 100 |
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