Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

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

Invest Now

tortoise-icon Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Invest Now

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 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) ₹209 Cr ₹1634 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 1.03
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 5.06% 5.57%
6 Month 4.72% 5.57%
1 Year 12.08% 11.72%
3 Year 18.63% 21.14%
5 Year 19.99% 23.42%

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 2.17% 1.59%
1 Year 0.54% 2.36%
3 Year 14.79% 16.09%
5 Year 14.78% 17.19%

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 12.03% 13.53%
3 Year 14.02% 13.76%
5 Year 13.02% 13.9%

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 10.385% 8.1%
Sharp 0.584% 1.62%
Beta - 0.65%
Alpha - 8%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth

3Y Returns16.95%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns20.62%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns22.1%

VS

Motilal Oswal Large Cap Fund - Regular (G) Motilal Oswal Large Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns9.7%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns13.21%

Compare Now

SBI Banking & Financial Services Fund - Regular Plan - Growth SBI Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns22.73%

VS

LIC MF Banking & Financial Services Fund Regular-Growth LIC MF Banking & Financial Services Fund Regular-Growth

3Y Returns19.24%

Compare Now
Add to Cart Successfully