Kotak Multi Asset Allocator Fund of Fund vs Aditya Birla Sun Life Financial Planning Fund compare

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

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Kotak Multi Asset Omni FOF - 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	Kotak Multi Asset Omni FOF - Growth
Fund	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Kotak Multi Asset Omni FOF - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹223 Cr	₹1877 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

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Kotak Multi Asset Omni FOF - Growth
1 Month	1.97%	3.74%
6 Month	14.69%	15.8%
1 Year	1.26%	7.39%
3 Year	16.4%	19.28%
5 Year	17.22%	19.57%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Kotak Multi Asset Omni FOF - Growth
6 Month	2.79%	4.84%
1 Year	10.83%	15.35%
3 Year	15.19%	17.38%
5 Year	14.78%	17.75%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Kotak Multi Asset Omni FOF - Growth
1 Year	11.42%	13.06%
3 Year	14.18%	14.4%
5 Year	13.23%	14.06%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Kotak Multi Asset Omni FOF - Growth
Standard Deviation	9.93%	8.1%
Sharp	0.84%	1.62%
Beta	1.08%	0.65%
Alpha	3.00%	8%

Scheme Name	Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option	Kotak Multi Asset Omni FOF - 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 Omni FOF - Growth