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) | ₹233 Cr | ₹1309 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 FoF | Domestic 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 | -0.54% | -0.84% |
| 6 Month | 1.49% | 0.66% |
| 1 Year | 8.05% | 4.91% |
| 3 Year | 16.23% | 12.9% |
| 5 Year | 14.56% | 16% |
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 | 2.39% | 1.27% |
| 1 Year | 12.69% | 7.28% |
| 3 Year | 14% | 10.55% |
| 5 Year | 14.32% | 12.4% |
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 | 10.86% | 11.32% |
| 3 Year | 14.45% | 11.39% |
| 5 Year | 13.41% | 10.97% |
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 | 8.55% | 7.1% |
| Sharp | 1.11% | 1.6% |
| Beta | 0.7% | 0.55% |
| Alpha | 4.03% | 7.07% |
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 |
Top Comparisons
SBI ELSS Tax Saver Fund - Regular Plan- Growth
3Y Returns23.95%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.82%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.44%
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
3Y Returns22.13%
Sundaram Global Brand Theme - Equity Active FOF Regular Growth
3Y Returns22.33%
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
3Y Returns0%
Bandhan Multi Asset Allocation Fund - Reg (G)
3Y Returns0%