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) | ₹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 |
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 | -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% | - |
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 | 3.24% | 4.61% |
1 Year | 7.28% | 12.1% |
3 Year | 14.97% | 16.12% |
5 Year | 14.75% | - |
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 | 11.42% | 12.48% |
3 Year | 14.18% | 13.8% |
5 Year | 13.23% | - |
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 | 9.88% | 7.78% |
Sharp | 0.98% | 1.13% |
Beta | 1.07% | - |
Alpha | 2.65% | - |
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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