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Aditya Birla Sun Life Financial Planning Fund vs ICICI Prudential Asset Allocator Fund (FOF) 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 ICICI Prudential Dynamic Asset Allocation 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 ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹233 Cr ₹28974 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 09 May 2011 18 Dec 2003
Category Domestic FoF Domestic FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI BSE India Bond Index
Turn Over 1085% 25.6%
Expense Ratio 1.2 1.26
Manager Dhaval Joshi Sankaran Naren
ISIN Code INF084M01101 INF109K01837
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 ICICI Prudential Asset Allocator Fund (FOF) - 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 ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
1 Month -0.44% -0.01%
6 Month 2.7% 3.06%
1 Year 4.52% 8.14%
3 Year 15.87% 13.75%
5 Year 14.76% 13.29%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
6 Month 1.92% 1.66%
1 Year 13.49% 11.03%
3 Year 14.19% 12.41%
5 Year 14.19% 12.64%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
1 Year 10.93% 11.31%
3 Year 14.43% 12.1%
5 Year 13.39% 11.61%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
Standard Deviation 8.55% 5.17%
Sharp 1.11% 1.31%
Beta 0.7% -
Alpha 4.03% -

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
Name Dhaval Joshi Sankaran Naren
Total AUM ₹361932 Cr ₹179143 Cr
Funds Managed 55 12
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Dynamic Asset Allocation Active FOF - Growth

Market Cap

Scheme Name

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

ICICI Prudential Dynamic Asset Allocation Active FOF - Growth

Others 100 100

Sector Allocation

Scheme Name

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

ICICI Prudential Dynamic Asset Allocation Active FOF - Growth

Others 100 100

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