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
| 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 | High | Very High |
| Asset Size (Cr) | ₹214 Cr | ₹67 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 09 May 2011 | 10 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 | 1.07 | 0.64 |
| Manager | Dhaval Joshi | Rouhak Shah |
| ISIN Code | INF084M01101 | INF247L01AM0 |
| Exits Load | Exit load of 1% if redeemed within 365 days./365 | Exit load of 1% if redeemed within 15 Days./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 | 1.47% | 2.09% |
| 6 Month | 16.04% | 12.84% |
| 1 Year | 34.99% | 29.48% |
| 3 Year | 17.37% | 14.42% |
| 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 | - | - |
| 1 Year | 14.72% | 12.56% |
| 3 Year | 34.07% | 28.53% |
| 5 Year | 60.66% | 30.92% |
| 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 | 18.33% | 12.43% |
| 3 Year | 45.77% | 33.06% |
| 5 Year | 65.44% | 33.73% |
| 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 | 8.55% | 8.85% |
| Sharp | 1.11% | 0.86% |
| Beta | 0.7% | 0.74% |
| Alpha | 4.03% | 1.9% |
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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 |
| Fund Manage | 55 | 2 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- A- Regular Growth |
| 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 |
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- A- Regular Growth |
|---|---|---|
| Unclassified | 99.39 | 99.48 |
| Others | 0.61 | 0.52 |
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