Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Financial Planning Fund compare
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | High | Very High |
Asset Size (Cr) | ₹35 Cr | ₹209 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 09 May 2011 | 09 May 2011 |
Category | Domestic Hybrid FoF | Domestic Hybrid FoF |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 50+50 Moderate TRI | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 1085% | 1085% |
Expense Ratio | 1.15 | 1.2 |
Manager | Dhaval Joshi | Dhaval Joshi |
ISIN Code | INF084M01077 | INF084M01101 |
Exits Load | Aditya Birla Sun Life Financial Planning FOF - Moderate Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.12% | 6.34% |
6 Month | -4.92% | -8.45% |
1 Year | 10.04% | 9.85% |
3 Year | 12.38% | 14.1% |
5 Year | 16.54% | 20.12% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
6 Month | -0.35% | -2.07% |
1 Year | 0.72% | -3.28% |
3 Year | 13.2% | 14.63% |
5 Year | 13.04% | 15.1% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
1 Year | 10.26% | 12.03% |
3 Year | 11.38% | 14.02% |
5 Year | 10.39% | 13.02% |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 7.475% | 10.385% |
Sharp | 0.601% | 0.584% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Dhaval Joshi |
Total AUM | ₹361932 Cr | ₹361932 Cr |
Funds Managed | 55 | 55 |
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
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