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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) | ₹226 Cr | ₹1964 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 09 May 2011 | 09 Aug 2004 |
| Category | Flexi Cap | Flexi Cap |
| 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 | 2.19% | 3.46% |
| 6 Month | 7.19% | 12.22% |
| 1 Year | 6.92% | 12.7% |
| 3 Year | 16.4% | 19.87% |
| 5 Year | 17.5% | 20.5% |
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 | 0.78% | 2.73% |
| 1 Year | 9.36% | 14.44% |
| 3 Year | 13.59% | 16.2% |
| 5 Year | 13.9% | 17.08% |
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 | 11.24% | 12.88% |
| 3 Year | 14.25% | 14.55% |
| 5 Year | 13.32% | 14.11% |
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 | 9.76% | 8.09% |
| Sharp | 0.95% | 1.49% |
| Beta | 1.09% | 0.65% |
| Alpha | 2.50% | 8% |
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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