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 Allocator Fund of Fund - Dynamic - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹221 Cr | ₹1799 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 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% | 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 Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
1 Month | 2.94% | 2.56% |
6 Month | 6.16% | 6.14% |
1 Year | 7.98% | 9.15% |
3 Year | 19.87% | 22.28% |
5 Year | 19.23% | 21.45% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
6 Month | 9.15% | 8.08% |
1 Year | 13.33% | 14.57% |
3 Year | 18.38% | 19.27% |
5 Year | 16.84% | 18.91% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
1 Year | 11.75% | 13.2% |
3 Year | 14.06% | 14.13% |
5 Year | 13.13% | 14.01% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Standard Deviation | 10.49% | 9.16% |
Sharp | 0.98% | 1.36% |
Beta | 1.05% | 0.65% |
Alpha | 2.26% | 8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - 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 Allocator Fund of Fund - Dynamic - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns21.63%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns21.83%
Nippon India Index Fund - Nifty 50 Plan - Growth Plan - Growth Option
3Y Returns18.03%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns22.67%
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.84%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns7.2%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns7.5%
DSP Gilt Fund - Regular Plan - Growth
3Y Returns7.95%