Aditya Birla Sun Life Financial Planning Fund vs HDFC Asset Allocator Fund of Funds compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
HDFC Multi-Asset Active FOF - Growth
Chart Comparison
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 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 | 1.2 | 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 | 2.19% | 1.81% |
| 6 Month | 7.19% | 7% |
| 1 Year | 6.92% | 10.97% |
| 3 Year | 16.4% | 16.35% |
| 5 Year | 17.5% | - |
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 | 0.71% | 2.06% |
| 1 Year | 9.2% | 12.08% |
| 3 Year | 13.45% | 14.27% |
| 5 Year | 13.87% | - |
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 | 11.24% | 13.33% |
| 3 Year | 14.25% | 15.48% |
| 5 Year | 13.32% | - |
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 | 2.63% | - |
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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