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 Asset Allocator Fund of Funds - Growth Option

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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 Asset Allocator Fund of Funds - Growth Option
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹192 Cr ₹2896 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 09 May 2011 07 May 2021
Category Domestic Hybrid FoF Domestic Hybrid 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 1.06 1.25
Manager Dhaval Joshi Anil Bamboli
ISIN Code INF084M01101 INF179KC1BD7
Exits Load Exit load of 1% if redeemed within 365 days./365 For units in excess of 15% of the investment,1% will be charged for redemption within 365 days/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option
1 Month 3.55% 2.88%
6 Month 15.96% 11.78%
1 Year 34.76% 25.41%
3 Year 17.23% 15.83%
5 Year 18.03% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option
6 Month - -
1 Year 14.72% 10.84%
3 Year 34.07% 29.25%
5 Year 60.66% 30.64%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option
1 Year 18.33% 13.62%
3 Year 45.77% 32.96%
5 Year 65.44% 33.15%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option HDFC Asset Allocator Fund of Funds - Growth Option
Standard Deviation 8.55% 6.35%
Sharp 1.11% 1.43%
Beta 0.7% 0.51%
Alpha 4.03% 5.08%

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Fund Managers

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

Market Cap

Scheme Name

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

HDFC Asset Allocator Fund of Funds - Growth Option

Others 100 100

Sector Allocation

Scheme Name

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

HDFC Asset Allocator Fund of Funds - Growth Option

Unclassified 99.39 99.66
Others 0.61 0.34

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