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)	₹221 Cr	₹81 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	2.95%	2.69%
6 Month	6.05%	6.72%
1 Year	7.23%	10.71%
3 Year	19.97%	18.72%
5 Year	19.22%	-

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	9.15%	7.33%
1 Year	13.33%	14.55%
3 Year	18.38%	17.8%
5 Year	16.84%	-

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	11.75%	12.9%
3 Year	14.06%	13.6%
5 Year	13.13%	-

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	10.49%	8.86%
Sharp	0.98%	1.00%
Beta	1.05%	-
Alpha	2.26%	-

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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