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

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

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

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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 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) ₹218 Cr ₹67 Cr
Min Investment ₹1000 ₹500
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 17 Aug 2006 10 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 1.36 0.64
Manager Dhaval Joshi Rouhak Shah
ISIN Code INF084M01AE2 INF247L01AM0
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load of 1% if redeemed within 15 Days./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 0.91% 2.09%
6 Month 13.5% 12.84%
1 Year 32.53% 29.48%
3 Year 15.16% 14.42%
5 Year 17.78% -

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 13.64% 12.56%
3 Year 30.58% 28.53%
5 Year 54.03% 30.92%

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 17.1% 12.43%
3 Year 41.02% 33.06%
5 Year 58.56% 33.73%

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%

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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 100 100

Sector Allocation

Scheme Name

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

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Others 0.58 0.52
Unclassified 99.42 99.48

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