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Aditya Birla Sun Life Financial Planning Fund vs Kotak Multi Asset Allocator Fund of Fund 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 Kotak Multi Asset Omni 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 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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