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) | ₹233 Cr | ₹2177 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 | 0.56% | 1.73% |
| 6 Month | 2.75% | 7.95% |
| 1 Year | 9.02% | 15.71% |
| 3 Year | 16.77% | 19.17% |
| 5 Year | 14.37% | 18.12% |
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 | 2.94% | 5.82% |
| 1 Year | 13.97% | 22.99% |
| 3 Year | 14.09% | 18.25% |
| 5 Year | 14.26% | 18.26% |
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 | 10.79% | 12.91% |
| 3 Year | 14.5% | 14.83% |
| 5 Year | 13.42% | 14.18% |
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 | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Top Comparisons
PGIM India Corporate Bond Fund - Growth
3Y Returns7.05%
DSP Corporate Bond Fund - Regular - Growth
3Y Returns7.27%
Bandhan Short Duration Fund - Regular Plan - Growth
3Y Returns7.37%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.56%
HDFC Balanced Advantage Fund Regular Growth
3Y Returns17.87%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns20.53%
Axis Large & Mid Cap Fund - Regular Plan - Growth
3Y Returns20.3%