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 | High | High |
| Asset Size (Cr) | ₹214 Cr | ₹218 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| 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 |
| 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% |
| 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% |
| 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 | 18.33% | 17.1% |
| 3 Year | 45.77% | 41.02% |
| 5 Year | 65.44% | 58.56% |
| 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 | 100 |
| 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 |
|---|---|---|
| Unclassified | 99.39 | 99.42 |
| Others | 0.61 | 0.58 |
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