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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) ₹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

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 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% -

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

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

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

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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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