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) | ₹227 Cr | ₹91 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 Hybrid FoF | Domestic Hybrid 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 | -1.36% | -0.1% |
6 Month | 8.56% | 7.6% |
1 Year | 6.87% | 10.53% |
3 Year | 15.1% | 12.49% |
5 Year | 15.87% | - |
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 | 2.31% | 3.39% |
1 Year | 7.44% | 11.62% |
3 Year | 15% | 13.54% |
5 Year | 14.04% | - |
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 | 10.05% | 10.91% |
3 Year | 10.88% | 10.49% |
5 Year | 9.43% | - |
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 | 8.09% | 4.83% |
Sharp | 1.08% | 1.24% |
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 |
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