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Aditya Birla Sun Life Financial Planning Fund vs HDFC Asset Allocator 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 HDFC Multi-Asset Active FOF - 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 HDFC Multi-Asset Active FOF - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Multi-Asset Active FOF - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹226 Cr ₹4972 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 09 May 2011 05 May 2021
Category Domestic FoF Domestic FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI Domestic Price of Gold,NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 1085% 37%
Expense Ratio 1.2 1.15
Manager Dhaval Joshi Anil Bamboli
ISIN Code INF084M01101 INF179KC1BD7
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 HDFC Asset Allocator 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 HDFC Multi-Asset Active FOF - Growth
1 Month 1.06% 1.22%
6 Month 8.52% 7.07%
1 Year 7.44% 13.2%
3 Year 16.15% 16.09%
5 Year 16.29% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Multi-Asset Active FOF - Growth
6 Month 2.08% 3%
1 Year 12.92% 14.58%
3 Year 14.55% 15.05%
5 Year 14.39% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Multi-Asset Active FOF - Growth
1 Year 10.97% 13.33%
3 Year 14.38% 15.48%
5 Year 13.36% -

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Multi-Asset Active FOF - Growth
Standard Deviation 9.76% 5.77%
Sharp 0.95% 1.54%
Beta 1.09% -
Alpha 2.50% -

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Multi-Asset Active FOF - Growth
Name Dhaval Joshi Anil Bamboli
Total AUM ₹361932 Cr ₹135442 Cr
Funds Managed 55 12
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Multi-Asset Active FOF - Growth

Market Cap

Scheme Name

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

HDFC Multi-Asset Active FOF - Growth

Others 100 100

Sector Allocation

Scheme Name

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

HDFC Multi-Asset Active FOF - Growth

Others 100 100

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