Motilal Oswal Asset Allocation FOF vs Aditya Birla Sun Life Financial Planning Fund compare

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Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

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Motilal Oswal Asset Allocation FOF- C- Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹233 Cr	₹74 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 FoF	Domestic 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

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	-0.43%	1.37%
6 Month	4.22%	7.78%
1 Year	6.76%	14.94%
3 Year	15.84%	14.22%
5 Year	14.73%	-

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	0.53%	3.42%
1 Year	9.48%	16.1%
3 Year	13.44%	14.66%
5 Year	13.98%	-

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	10.86%	10.76%
3 Year	14.45%	10.56%
5 Year	13.41%	-

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	8.55%	4.50%
Sharp	1.11%	1.51%
Beta	0.7%	-
Alpha	4.03%	-

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