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Motilal Oswal Asset Allocation FOF vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Motilal Oswal Asset Allocation FOF- C- Regular Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹225 Cr | ₹91 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 09 May 2011 | 12 Mar 2021 |
| Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE India Bond Index |
| Turn Over | 1085% | 36% |
| Expense Ratio | 1.2 | 0.49 |
| Manager | Dhaval Joshi | Rouhak Shah |
| ISIN Code | INF084M01101 | INF247L01AO6 |
| 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 | 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 Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 1 Month | -1.28% | -0.1% |
| 6 Month | 10.66% | 7.6% |
| 1 Year | 4.51% | 10.53% |
| 3 Year | 15.78% | 12.49% |
| 5 Year | 17.3% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 6 Month | 3.24% | 3.39% |
| 1 Year | 7.28% | 11.62% |
| 3 Year | 14.97% | 13.54% |
| 5 Year | 14.75% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| 1 Year | 11.42% | 10.91% |
| 3 Year | 14.18% | 10.49% |
| 5 Year | 13.23% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Standard Deviation | 9.88% | 4.83% |
| Sharp | 0.98% | 1.24% |
| Beta | 1.07% | - |
| Alpha | 2.65% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - 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 Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Motilal Oswal Asset Allocation FOF- C- Regular Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Motilal Oswal Asset Allocation FOF- C- Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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