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Aditya Birla Sun Life Financial Planning Fund vs Nippon India Asset Allocator FoF compare

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

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tortoise-icon Nippon India Multi Asset Omni FOF - Regular Plan - 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 Nippon India Multi Asset Omni FOF - Regular Plan - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Nippon India Multi Asset Omni FOF - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹231 Cr ₹1477 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 May 2011 05 Feb 2021
Category Domestic FoF Domestic FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI BSE India Bond Index
Turn Over 1085% 136%
Expense Ratio 1.2 1.22
Manager Dhaval Joshi Ashutosh Bhargava
ISIN Code INF084M01101 INF204KB13Y1
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 Nippon India Asset Allocator FoF - Growth charges 1.0% of sell value; if fund sold before 365 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 Nippon India Multi Asset Omni FOF - Regular Plan - Growth
1 Month 0.68% 0.09%
6 Month 4.15% 3.89%
1 Year 5.83% 10.41%
3 Year 15.58% 18.81%
5 Year 15.38% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Nippon India Multi Asset Omni FOF - Regular Plan - Growth
6 Month 2.64% 3.44%
1 Year 14.1% 17.61%
3 Year 14.47% 18.05%
5 Year 14.4% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Nippon India Multi Asset Omni FOF - Regular Plan - Growth
1 Year 10.93% 16.94%
3 Year 14.43% 18.67%
5 Year 13.39% -

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Nippon India Multi Asset Omni FOF - Regular Plan - Growth
Standard Deviation 8.55% 7.56%
Sharp 1.11% 1.57%
Beta 0.7% -
Alpha 4.03% -

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Nippon India Multi Asset Omni FOF - Regular Plan - Growth
Name Dhaval Joshi Ashutosh Bhargava
Total AUM ₹361932 Cr ₹121448 Cr
Funds Managed 55 12
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Nippon India Multi Asset Omni FOF - Regular Plan - Growth

Market Cap

Scheme Name

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

Nippon India Multi Asset Omni FOF - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

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

Nippon India Multi Asset Omni FOF - Regular Plan - Growth

Others 100 100

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