Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Asset Allocator FoF compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Chart Comparison
| 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 |
| 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 | 1.59% | 1.66% |
| 6 Month | 2.08% | 2.42% |
| 1 Year | 17.92% | 17.69% |
| 3 Year | 15.11% | 13.45% |
| 5 Year | 16.86% | 16.02% |
| 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% |
| 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% |
| 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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| 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 |
| 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 |
| 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 |
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