Mirae Asset Equity allocator Fund Of Fund Regular Growth vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹233 Cr | ₹941 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 21 Sep 2020 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 200 TRI |
| Turn Over | 1085% | 84% |
| Expense Ratio | 1.2 | 0.12 |
| Manager | Dhaval Joshi | Bharti Sawant |
| ISIN Code | INF084M01101 | INF769K01GB5 |
| 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 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| 1 Month | -0.97% | -1.16% |
| 6 Month | 2.94% | 3.79% |
| 1 Year | 5.19% | 4.22% |
| 3 Year | 15.78% | 15.16% |
| 5 Year | 14.63% | 15.91% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| 6 Month | 1.92% | 2.86% |
| 1 Year | 13.49% | 15.86% |
| 3 Year | 14.19% | 14.15% |
| 5 Year | 14.19% | 14.41% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| 1 Year | 10.86% | 12.78% |
| 3 Year | 14.45% | 17.27% |
| 5 Year | 13.41% | 19.04% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| Standard Deviation | 8.55% | 12.59% |
| Sharp | 1.11% | 0.67% |
| Beta | 0.7% | 0.98% |
| Alpha | 4.03% | 0.22% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Bharti Sawant |
| Total AUM | ₹361932 Cr | ₹1365 Cr |
| Funds Managed | 55 | 2 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Mirae Asset Diversified Equity Allocator Passive FOF - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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