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 Very High High
Asset Size (Cr) ₹217 Cr ₹3360 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 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 1.15 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 Asset Allocator Fund of Funds - Growth Option
1 Month 1.82% 0.71%
6 Month 10.41% 7.97%
1 Year 23.68% 18.52%
3 Year 16% 15.33%
5 Year 17.57% -

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 12.58% 12.66%
3 Year 19.21% 17.27%
5 Year 18.36% -

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 11.91% 15.58%
3 Year 14.05% 15.59%
5 Year 12.74% -

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 100.01 100

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

Others 100.01 100

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