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) | ₹223 Cr | ₹950 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 May 2011 | 21 Sep 2020 |
Category | Domestic Hybrid FoF | Domestic Hybrid 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 | 1.56% | 2.6% |
6 Month | 13.22% | 14.38% |
1 Year | 1.93% | -2.01% |
3 Year | 15.57% | 14.7% |
5 Year | 17.42% | - |
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 | 2.79% | 3.33% |
1 Year | 10.83% | 10.5% |
3 Year | 15.19% | 14.55% |
5 Year | 14.78% | - |
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 | 11.42% | 14.81% |
3 Year | 14.18% | 17.9% |
5 Year | 13.23% | - |
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 | 9.93% | 12.94% |
Sharp | 0.84% | 0.58% |
Beta | 1.08% | 0.98% |
Alpha | 3.00% | 0.36% |
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 |
Top Comparisons
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns6.92%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.13%
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns18.19%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns17.99%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns18.55%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns10.53%
Motilal Oswal Nifty 500 Index Fund - Regular Plan
3Y Returns14.09%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.07%