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) | ₹225 Cr | ₹20 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 | -1.28% | -0.27% |
6 Month | 10.66% | 8.29% |
1 Year | 4.51% | 4.43% |
3 Year | 15.78% | 13.25% |
5 Year | 17.3% | 14.75% |
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 | 3.24% | 3.16% |
1 Year | 7.28% | 6.36% |
3 Year | 14.97% | 13.09% |
5 Year | 14.75% | 12.46% |
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 | 9.88% | 8.72% |
Sharp | 0.98% | 0.81% |
Beta | 1.07% | 0.94% |
Alpha | 2.65% | 0.90% |
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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