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

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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 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 High High
Asset Size (Cr) ₹214 Cr ₹218 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 1.07 1.36
Manager Dhaval Joshi Dhaval Joshi
ISIN Code INF084M01101 INF084M01AE2
Exits Load Exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 1 year/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 1.47% 0.91%
6 Month 16.04% 13.5%
1 Year 34.99% 32.53%
3 Year 17.37% 15.16%
5 Year 19.22% 17.78%

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 14.72% 13.64%
3 Year 34.07% 30.58%
5 Year 60.66% 54.03%

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 11.77% 10.01%
3 Year 14.12% 10.43%
5 Year 12.74% 9.18%

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%

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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 100 100

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 0.61 0.58
Unclassified 99.39 99.42

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