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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 Allocator Fund of Fund - Dynamic - 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 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) ₹209 Cr ₹1634 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 1.03
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 2.62% 2.69%
6 Month 1.34% 2.28%
1 Year 7.22% 8.4%
3 Year 19.24% 21.87%
5 Year 19.5% 21.91%

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 7.72% 7.19%
1 Year 9.66% 11.87%
3 Year 17.07% 18.35%
5 Year 16.03% 18.46%

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 10.385% 8.1%
Sharp 0.584% 1.62%
Beta - 0.65%
Alpha - 8%

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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

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