Aditya Birla Sun Life Financial Planning Fund vs Franklin India Dynamic Asset Allocation Fund of Funds compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
Chart Comparison
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) | ₹225 Cr | ₹1305 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 | -1.16% | -1.15% |
6 Month | 13.06% | 7.85% |
1 Year | 0.34% | 2.32% |
3 Year | 15.91% | 13.43% |
5 Year | 16.55% | 17.67% |
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 | 1.06% | 0.34% |
1 Year | 5.99% | 4.18% |
3 Year | 14.23% | 11.43% |
5 Year | 14.46% | 13.64% |
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 | 11.42% | 11.56% |
3 Year | 14.18% | 11.14% |
5 Year | 13.23% | 10.89% |
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 | 9.88% | 6.45% |
Sharp | 0.98% | 1.13% |
Beta | 1.07% | - |
Alpha | 2.65% | - |
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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