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 Omni FOF - Growth
Chart Comparison
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) | ₹233 Cr | ₹2177 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 FoF | Domestic 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 Omni FOF - Growth |
|---|---|---|
| 1 Month | 0.02% | 1.12% |
| 6 Month | 1.27% | 9.33% |
| 1 Year | 8.53% | 17.49% |
| 3 Year | 15.94% | 19.29% |
| 5 Year | 13.81% | 18.21% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 6 Month | 1.91% | 5.02% |
| 1 Year | 11.24% | 21.24% |
| 3 Year | 13.16% | 17.79% |
| 5 Year | 13.71% | 17.96% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| 1 Year | 10.79% | 12.91% |
| 3 Year | 14.5% | 14.83% |
| 5 Year | 13.42% | 14.18% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Standard Deviation | 8.55% | 8.1% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Kotak Multi Asset Omni FOF - Growth |
|---|---|---|
| Others | 100 | 100 |
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