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)	₹221 Cr	₹46 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

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	0.78%	0.57%
6 Month	7.17%	8.35%
1 Year	5.61%	10.1%
3 Year	19.01%	14.21%
5 Year	18.49%	-

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	8.5%	5.65%
1 Year	13.15%	14.65%
3 Year	17.57%	14.5%
5 Year	16.38%	-

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	11.75%	10.86%
3 Year	14.06%	10.41%
5 Year	13.13%	-

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	10.13%	5.17%
Sharp	1.22%	1.42%
Beta	1.05%	-
Alpha	2.60%	-

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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