Aditya Birla Sun Life Asset Allocator FoF vs Motilal Oswal Asset Allocation FOF compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Asset Allocation FOF- A- Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Fund Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹185 Cr ₹67 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Aug 2006 12 Mar 2021
Category Domestic Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI
Turn Over 64.15% 36%
Expense Ratio 1.18 0.52
Manager Dhaval Joshi Rouhak Shah
ISIN Code INF084M01AE2 INF247L01AM0
Exits Load 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 Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - 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 Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
1 Month 1.14% 0.77%
6 Month 2.2% 3.28%
1 Year 19.65% 18.66%
3 Year 13.98% 13.37%
5 Year 15.96% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
6 Month - -
1 Year 12.85% 13.21%
3 Year 18.32% 17.57%
5 Year 17.01% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
1 Year 9.81% 12.93%
3 Year 10.43% 14.06%
5 Year 9.17% -

Risk Management

Scheme Name Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Standard Deviation 7.06% 8.85%
Sharp 1.1% 0.86%
Beta 0.51% 0.74%
Alpha 3.82% 1.9%

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 Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Name Dhaval Joshi Rouhak Shah
Total AUM ₹361932 Cr ₹105 Cr
Fund Manage 55 2
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth

Market Cap

Scheme Name

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

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Others 99.99 100

Sector Allocation

Scheme Name

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

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Others 99.99 0.52
Unclassified - 99.48

Top Comparisons

Bajaj Finserv Large and Mid Cap Fund - Reg (G) Bajaj Finserv Large and Mid Cap Fund - Reg (G)

3Y Returns0%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns29.33%

Compare Now

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.09%

VS

Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan

3Y Returns13.71%

Compare Now

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.1%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6%

Compare Now

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns24.32%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns24.43%

Compare Now
Request call back
Add to Cart Successfully