Kotak Multi Asset Allocator Fund of Fund vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹229 Cr | ₹1860 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 09 May 2011 | 09 Aug 2004 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE India Bond Index |
Turn Over | 1085% | 28.16% |
Expense Ratio | 1.2 | 0.99 |
Manager | Dhaval Joshi | Abhishek Bisen |
ISIN Code | INF084M01101 | INF174K01468 |
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 | Kotak Multi Asset Allocator Fund of Fund - Dynamic - 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 | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
1 Month | -1.42% | -1.64% |
6 Month | 8.99% | 6.3% |
1 Year | 2.53% | 6.12% |
3 Year | 16.98% | 19.24% |
5 Year | 17.77% | 20.22% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
6 Month | 5.02% | 5.9% |
1 Year | 9.16% | 12.85% |
3 Year | 16.38% | 18.19% |
5 Year | 15.74% | 18.34% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
1 Year | 11.42% | 13.06% |
3 Year | 14.18% | 14.4% |
5 Year | 13.23% | 14.06% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Standard Deviation | 10.13% | 8.1% |
Sharp | 1.22% | 1.62% |
Beta | 1.05% | 0.65% |
Alpha | 2.60% | 8% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Name | Dhaval Joshi | Abhishek Bisen |
Total AUM | ₹361932 Cr | ₹0 Cr |
Funds Managed | 55 | 33 |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns22.49%
HSBC Small Cap Fund Regular Growth
3Y Returns22.46%
Franklin India Opportunities Fund - Growth
3Y Returns31.29%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns21.03%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.18%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns7.18%