Franklin India Dynamic Asset Allocation Fund of Funds vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹231 Cr | ₹1309 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 31 Oct 2003 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 1085% | 26.34% |
| Expense Ratio | 1.2 | 1.44 |
| Manager | Dhaval Joshi | Rajasa Kakulavarapu |
| ISIN Code | INF084M01101 | INF090I01262 |
| 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 | Franklin India Dynamic Asset Allocation Fund of Funds - 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 | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| 1 Month | 0.68% | 0.42% |
| 6 Month | 4.15% | 2.54% |
| 1 Year | 5.83% | 4.38% |
| 3 Year | 15.58% | 12.59% |
| 5 Year | 15.38% | 16.59% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| 6 Month | 2.64% | 1.89% |
| 1 Year | 14.1% | 9.09% |
| 3 Year | 14.47% | 11.2% |
| 5 Year | 14.4% | 12.75% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| 1 Year | 10.93% | 11.33% |
| 3 Year | 14.43% | 11.37% |
| 5 Year | 13.39% | 10.96% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| Standard Deviation | 8.55% | 7.1% |
| Sharp | 1.11% | 1.6% |
| Beta | 0.7% | 0.55% |
| Alpha | 4.03% | 7.07% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| Name | Dhaval Joshi | Rajasa Kakulavarapu |
| Total AUM | ₹361932 Cr | ₹28545 Cr |
| Funds Managed | 55 | 10 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Franklin India Dynamic Asset Allocation Active Fund of Funds-Growth |
|---|---|---|
| Others | 100 | 100 |
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