BANDHAN Asset Allocation Fund vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹223 Cr | ₹19 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 May 2011 | 11 Feb 2010 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 1085% | 78% |
Expense Ratio | 1.2 | 1.22 |
Manager | Dhaval Joshi | Viraj Kulkarni |
ISIN Code | INF084M01101 | INF194K01953 |
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 | Bandhan Asset Allocation Fund of Funds - Aggressive Plan - Regular Plan - 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 | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
1 Month | 1.86% | 1.02% |
6 Month | 13.7% | 10.89% |
1 Year | 1.06% | 0.42% |
3 Year | 15.47% | 12.87% |
5 Year | 17.46% | 14.32% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
6 Month | 2.79% | 2.86% |
1 Year | 10.83% | 9.12% |
3 Year | 15.19% | 13.23% |
5 Year | 14.78% | 12.48% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
1 Year | 11.42% | 8.57% |
3 Year | 14.18% | 10.59% |
5 Year | 13.23% | 10.18% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
Standard Deviation | 9.93% | 8.79% |
Sharp | 0.84% | 0.67% |
Beta | 1.08% | 0.96% |
Alpha | 3.00% | 1.11% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
Name | Dhaval Joshi | Viraj Kulkarni |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 8 |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth |
---|---|---|
Others | 100 | 100 |
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