Aditya Birla Sun Life Financial Planning Fund vs Motilal Oswal Asset Allocation FOF compare

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

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Motilal Oswal Asset Allocation FOF- A- Regular 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	Motilal Oswal Asset Allocation FOF- A- Regular Growth
Fund	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹225 Cr	₹91 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹500
Launch Date	09 May 2011	12 Mar 2021
Category	Domestic Hybrid FoF	Domestic Hybrid FoF
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI
Turn Over	1085%	36%
Expense Ratio	1.2	0.52
Manager	Dhaval Joshi	Rouhak Shah
ISIN Code	INF084M01101	INF247L01AM0
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	Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth
1 Month	-1.28%	-0.16%
6 Month	10.66%	8.75%
1 Year	4.51%	10.28%
3 Year	15.78%	15.04%
5 Year	17.3%	-

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth
6 Month	3.24%	4.61%
1 Year	7.28%	12.1%
3 Year	14.97%	16.12%
5 Year	14.75%	-

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth
1 Year	11.42%	12.48%
3 Year	14.18%	13.8%
5 Year	13.23%	-

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth
Standard Deviation	9.88%	7.78%
Sharp	0.98%	1.13%
Beta	1.07%	-
Alpha	2.65%	-

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth
Name	Dhaval Joshi	Rouhak Shah
Total AUM	₹361932 Cr	₹105 Cr
Funds Managed	55	2
	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Motilal Oswal Asset Allocation FOF- A- Regular Growth