Nippon India Asset Allocator FoF vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | High |
| Asset Size (Cr) | ₹226 Cr | ₹1265 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 May 2011 | 05 Feb 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% | 136% |
| Expense Ratio | 1.2 | 1.22 |
| Manager | Dhaval Joshi | Ashutosh Bhargava |
| ISIN Code | INF084M01101 | INF204KB13Y1 |
| 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 | Nippon India Asset Allocator FoF - Growth charges 1.0% of sell value; if fund sold before 365 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 | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.92% | 0.42% |
| 6 Month | 6.83% | 8.53% |
| 1 Year | 5.55% | 11.8% |
| 3 Year | 16.1% | 19.78% |
| 5 Year | 16.65% | - |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.08% | 3.06% |
| 1 Year | 12.92% | 17.15% |
| 3 Year | 14.55% | 18.27% |
| 5 Year | 14.39% | - |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.24% | 16.94% |
| 3 Year | 14.25% | 18.67% |
| 5 Year | 13.32% | - |
Risk Management
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 9.76% | 7.56% |
| Sharp | 0.95% | 1.65% |
| Beta | 1.09% | - |
| Alpha | 2.50% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| Name | Dhaval Joshi | Ashutosh Bhargava |
| Total AUM | ₹361932 Cr | ₹121448 Cr |
| Funds Managed | 55 | 12 |
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Nippon India Multi Asset Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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