Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

Invest Now

tortoise-icon Kotak Multi Asset Omni FOF - Growth

Invest Now

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) ₹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 PGIM India Corporate Bond Fund - Growth

3Y Returns7.05%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns7.27%

Compare Now

Bandhan Short Duration Fund - Regular Plan - Growth Bandhan Short Duration Fund - Regular Plan - Growth

3Y Returns7.37%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.56%

Compare Now

HDFC Balanced Advantage Fund Regular Growth HDFC Balanced Advantage Fund Regular Growth

3Y Returns17.87%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns20.53%

VS

Axis Large & Mid Cap Fund - Regular Plan - Growth Axis Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns20.3%

Compare Now
Year 2026
Begin 2026 with Ultimate Confidence
This new year, get your premium personalized investment portfolio worth Rs ₹799 Now FREE
Sun Rays Image
Use Code: MYSIPNY26
Add to Cart Successfully