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Aditya Birla Sun Life Financial Planning Fund vs Motilal Oswal Asset Allocation FOF compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Motilal Oswal Asset Allocation FOF- A- Regular Growth
Chart Comparison
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) | ₹226 Cr | ₹102 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 FoF | Domestic 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 |
Trailing Lumpsum Returns
| 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 | 0.91% | 0.72% |
| 6 Month | 6.53% | 11.2% |
| 1 Year | 6.47% | 12.44% |
| 3 Year | 15.98% | 17.23% |
| 5 Year | 16.67% | - |
SIP Return Analysis
| 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 | 2.08% | 4.41% |
| 1 Year | 12.92% | 20.05% |
| 3 Year | 14.55% | 17.45% |
| 5 Year | 14.39% | - |
Rolling Lumpsum Returns
| 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 | 11.24% | 12.08% |
| 3 Year | 14.25% | 13.96% |
| 5 Year | 13.32% | - |
Risk Management
| 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 | 9.76% | 7.25% |
| Sharp | 0.95% | 1.37% |
| Beta | 1.09% | - |
| Alpha | 2.50% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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