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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) ₹226 Cr ₹27750 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 Asset Allocator Fund (FOF) - Growth
1 Month 0.92% 0.91%
6 Month 6.83% 5.72%
1 Year 5.55% 8.19%
3 Year 16.1% 14.12%
5 Year 16.65% 14.89%

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 2.08% 1.83%
1 Year 12.92% 11.4%
3 Year 14.55% 12.82%
5 Year 14.39% 12.88%

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 11.24% 11.39%
3 Year 14.25% 12.02%
5 Year 13.32% 11.59%

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 9.76% 5.18%
Sharp 0.95% 1.37%
Beta 1.09% -
Alpha 2.50% -

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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