Motilal Oswal Asset Allocation FOF vs Aditya Birla Sun Life Asset Allocator FoF compare
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Motilal Oswal Asset Allocation FOF- C- Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | High |
| Asset Size (Cr) | ₹295 Cr | ₹78 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 17 Aug 2006 | 12 Mar 2021 |
| Category | Domestic FoF | Domestic FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | BSE India Bond Index |
| Turn Over | 64.15% | 36% |
| Expense Ratio | 1.2 | 0.49 |
| Manager | Dhaval Joshi | Rouhak Shah |
| ISIN Code | INF084M01AE2 | INF247L01AO6 |
| Exits Load | Aditya Birla Sun Life Asset Allocator FoF Scheme - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Motilal Oswal Asset Allocation Passive Fund of Fund - Conservative - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 1 Month | 3.34% | 0.22% |
| 6 Month | 12.96% | 6.36% |
| 1 Year | 23.22% | 15.3% |
| 3 Year | 20.16% | 14.43% |
| 5 Year | 15.72% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 6 Month | 8.67% | 3.16% |
| 1 Year | 28.46% | 15.16% |
| 3 Year | 20.26% | 14.46% |
| 5 Year | 17.45% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 1 Year | 10.25% | 11.11% |
| 3 Year | 11.29% | 10.77% |
| 5 Year | 9.67% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Standard Deviation | 7.06% | 5.77% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Name | Dhaval Joshi | Rouhak Shah |
| Total AUM | ₹361932 Cr | ₹105 Cr |
| Funds Managed | 55 | 2 |
| Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.31%
Quant Overnight Fund Regular - Growth
3Y Returns6.46%
Invesco India Liquid Fund - Bonus Option
3Y Returns%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.93%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.85%
SUNDARAM MEDIUM DURATION FUND Regular Plan - Growth
3Y Returns5.6%
Invesco India Credit Risk Fund - Regular Plan - Growth
3Y Returns9.25%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns11.82%