Aditya Birla Sun Life Asset Allocator FoF vs Aditya Birla Sun Life Financial Planning Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

Invest Now

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 Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹217 Cr ₹185 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 May 2011 17 Aug 2006
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% 64.15%
Expense Ratio 1.15 1.18
Manager Dhaval Joshi Dhaval Joshi
ISIN Code INF084M01101 INF084M01AE2
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 Aditya Birla Sun Life Asset Allocator FoF Scheme - 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 Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
1 Month 0.52% 0.38%
6 Month 2.05% 2.49%
1 Year 18.52% 18.05%
3 Year 15.27% 13.59%
5 Year 16.89% 16.03%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
6 Month - -
1 Year 14.15% 12.85%
3 Year 19.88% 18.32%
5 Year 18.61% 17.01%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
1 Year 11.91% 9.81%
3 Year 14.05% 10.43%
5 Year 12.74% 9.17%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Standard Deviation 8.55% 7.06%
Sharp 1.11% 1.1%
Beta 0.7% 0.51%
Alpha 4.03% 3.82%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Name Dhaval Joshi Dhaval Joshi
Total AUM ₹361932 Cr ₹361932 Cr
Fund Manage 55 55
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

Market Cap

Scheme Name

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

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

Others 100.01 99.99

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

Others 100.01 99.99

Top Comparisons

HDFC Silver ETF Fund of Fund - Growth Option HDFC Silver ETF Fund of Fund - Growth Option

3Y Returns0%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now

Nippon India Growth Fund-Growth Plan-Growth Option Nippon India Growth Fund-Growth Plan-Growth Option

3Y Returns26.61%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns25.48%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.96%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns5.63%

Compare Now

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.02%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns17.84%

Compare Now
Request call back
Add to Cart Successfully