Aditya Birla Sun Life Financial Planning Fund vs Kotak Multi Asset Allocator Fund of Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Kotak Multi Asset Omni FOF - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹231 Cr | ₹2084 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 May 2011 | 09 Aug 2004 |
| 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% | 28.16% |
| Expense Ratio | 1.2 | 0.99 |
| Manager | Dhaval Joshi | Abhishek Bisen |
| ISIN Code | INF084M01101 | INF174K01468 |
| 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 | Kotak Multi Asset Allocator Fund of Fund - Dynamic - 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 | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 1 Month | 0.68% | 1.89% |
| 6 Month | 4.15% | 9.12% |
| 1 Year | 5.83% | 12.37% |
| 3 Year | 15.58% | 18.75% |
| 5 Year | 15.38% | 18.86% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 6 Month | 2.64% | 6.22% |
| 1 Year | 14.1% | 23.88% |
| 3 Year | 14.47% | 18.63% |
| 5 Year | 14.4% | 18.42% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 1 Year | 10.93% | 12.9% |
| 3 Year | 14.43% | 14.71% |
| 5 Year | 13.39% | 14.15% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Standard Deviation | 8.55% | 8.1% |
| Sharp | 1.11% | 1.62% |
| Beta | 0.7% | 0.65% |
| Alpha | 4.03% | 8% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Name | Dhaval Joshi | Abhishek Bisen |
| Total AUM | ₹361932 Cr | ₹0 Cr |
| Funds Managed | 55 | 33 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
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