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	-0.15%	1.11%
6 Month	3.54%	7.51%
1 Year	5.28%	12.93%
3 Year	15.69%	14.12%
5 Year	15.07%	-

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	1.92%	3.29%
1 Year	13.49%	16.48%
3 Year	14.19%	14.58%
5 Year	14.19%	-

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	10.93%	10.76%
3 Year	14.43%	10.56%
5 Year	13.39%	-

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	9.75%	4.50%
Sharp	0.90%	1.51%
Beta	1.09%	-
Alpha	2.56%	-

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