Aditya Birla Sun Life Financial Planning Fund vs ICICI Prudential Asset Allocator Fund (FOF) compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
ICICI Prudential Asset Allocator Fund (FOF) - Growth
Chart Comparison
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) | ₹217 Cr | ₹23212 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 | 1.15 | 1.23 |
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 | -1.13% | 0.32% |
6 Month | -3.57% | 1.65% |
1 Year | 10.08% | 11.19% |
3 Year | 13.17% | 12.75% |
5 Year | 15.44% | 13.72% |
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 | - | - |
1 Year | 2.29% | 7.44% |
3 Year | 15.95% | 14.03% |
5 Year | 16.08% | 14.43% |
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 | 12.19% | 11.67% |
3 Year | 14.06% | 11.81% |
5 Year | 12.94% | 11.47% |
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 | 8.55% | 3.91% |
Sharp | 1.11% | 1.86% |
Beta | 0.7% | 0.31% |
Alpha | 4.03% | 4.83% |
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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 |
Fund Manage | 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 | 100.01 | 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 | 100.01 | 100 |
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