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

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

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tortoise-icon 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) ₹209 Cr ₹43 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 3.67% 2.41%
6 Month -0.08% 2.89%
1 Year 9.68% 10.52%
3 Year 15.36% 11.29%
5 Year 18.9% -

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 3.12% 3.57%
1 Year 2.22% 9.34%
3 Year 16.1% 13.62%
5 Year 15.71% -

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 12.03% 10.97%
3 Year 14.02% 10.4%
5 Year 13.02% -

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 10.385% 5.911%
Sharp 0.584% 0.668%
Beta - -
Alpha - -

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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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