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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 Asset Allocator Fund (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 Asset Allocator Fund (FOF) - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹225 Cr ₹27064 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 Hybrid FoF Domestic Hybrid 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 Asset Allocator Fund (FOF) - Growth
1 Month -0.49% -0.54%
6 Month 11.62% 8.42%
1 Year 4.04% 8.13%
3 Year 15.76% 13.92%
5 Year 17.19% 15.03%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
6 Month 3.24% 2.49%
1 Year 7.28% 9.01%
3 Year 14.97% 13.18%
5 Year 14.75% 13.22%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Year 11.42% 11.49%
3 Year 14.18% 11.98%
5 Year 13.23% 11.56%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
Standard Deviation 9.88% 5.11%
Sharp 0.98% 1.41%
Beta 1.07% -
Alpha 2.65% -

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (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 Asset Allocator Fund (FOF) - Growth

Market Cap

Scheme Name

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

ICICI Prudential Asset Allocator Fund (FOF) - Growth

Others 100 100

Sector Allocation

Scheme Name

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

ICICI Prudential Asset Allocator Fund (FOF) - Growth

Others 100 100

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