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Aditya Birla Sun Life Financial Planning Fund vs Franklin India Dynamic Asset Allocation Fund of Funds compare

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

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tortoise-icon Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

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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 - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹226 Cr ₹1285 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 09 May 2011 31 Oct 2003
Category Domestic Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 1085% 26.34%
Expense Ratio 1.2 1.44
Manager Dhaval Joshi Rajasa Kakulavarapu
ISIN Code INF084M01101 INF090I01262
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 Franklin India Dynamic Asset Allocation Fund of Funds - 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 Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
1 Month 3.1% 2.74%
6 Month 7.56% 4.34%
1 Year 7.04% 6.03%
3 Year 16.81% 13.43%
5 Year 17.6% 18.56%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
6 Month 0.71% 0.02%
1 Year 9.2% 4.89%
3 Year 13.45% 10.34%
5 Year 13.87% 12.51%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
1 Year 11.24% 11.43%
3 Year 14.25% 11.22%
5 Year 13.32% 10.92%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
Standard Deviation 9.78% 6.43%
Sharp 0.95% 0.98%
Beta 1.09% -
Alpha 2.63% -

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
Name Dhaval Joshi Rajasa Kakulavarapu
Total AUM ₹361932 Cr ₹28545 Cr
Funds Managed 55 10
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

Others 100 100

Sector Allocation

Scheme Name

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth

Others 100 100

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