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Aditya Birla Sun Life Financial Planning Fund vs Aditya Birla Sun Life Financial Planning Fund compare

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tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

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tortoise-icon Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

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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 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 5.46% 6.54%
6 Month -1.14% -4.03%
1 Year 11.13% 10.66%
3 Year 12.41% 13.78%
5 Year 15.8% 19.16%

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 2.61% 1.7%
1 Year 4.66% 0.99%
3 Year 14.21% 15.66%
5 Year 13.49% 15.5%

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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