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) | ₹223 Cr | ₹1052 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 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% | 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 | 1.97% | 3.81% |
6 Month | 14.69% | 15.03% |
1 Year | 1.26% | 9.71% |
3 Year | 16.4% | 20.06% |
5 Year | 17.22% | - |
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 | 2.79% | 4.3% |
1 Year | 10.83% | 16.84% |
3 Year | 15.19% | 19.14% |
5 Year | 14.78% | - |
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 | 11.42% | 17.71% |
3 Year | 14.18% | 18.55% |
5 Year | 13.23% | - |
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 | 9.93% | 7.55% |
Sharp | 0.84% | 1.45% |
Beta | 1.08% | - |
Alpha | 3.00% | - |
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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