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) | ₹226 Cr | ₹898 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 | 2.19% | 3.55% |
| 6 Month | 7.19% | 7.84% |
| 1 Year | 6.92% | 5.77% |
| 3 Year | 16.4% | 15.93% |
| 5 Year | 17.5% | 20.08% |
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 | 0.71% | 0.23% |
| 1 Year | 9.2% | 7.74% |
| 3 Year | 13.45% | 12.25% |
| 5 Year | 13.87% | 13.57% |
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 | 11.24% | 14% |
| 3 Year | 14.25% | 17.69% |
| 5 Year | 13.32% | 20.53% |
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 | 9.76% | 12.67% |
| Sharp | 0.95% | 0.72% |
| Beta | 1.09% | 0.98% |
| Alpha | 2.63% | 0.33% |
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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