Aditya Birla Sun Life Financial Planning Fund vs ICICI Prudential Asset Allocator Fund (FOF) compare

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

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tortoise-icon ICICI Prudential Asset Allocator Fund (FOF) - 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 Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
Investment Plan Growth Growth
Level of Risk Very High High
Asset Size (Cr) ₹217 Cr ₹23212 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 09 May 2011 18 Dec 2003
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% 25.6%
Expense Ratio 1.15 1.23
Manager Dhaval Joshi Sankaran Naren
ISIN Code INF084M01101 INF109K01837
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 ICICI Prudential Asset Allocator Fund (FOF) - 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 - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Month 1.59% 0.98%
6 Month 2.08% 4.06%
1 Year 17.92% 14.06%
3 Year 15.11% 13.24%
5 Year 16.86% 13.95%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
6 Month - -
1 Year 14.15% 11.26%
3 Year 19.88% 15.28%
5 Year 18.61% 15.41%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
1 Year 11.91% 11.55%
3 Year 14.05% 11.72%
5 Year 12.74% 11.42%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
Standard Deviation 8.55% 3.91%
Sharp 1.11% 1.86%
Beta 0.7% 0.31%
Alpha 4.03% 4.83%

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Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth
Name Dhaval Joshi Sankaran Naren
Total AUM ₹361932 Cr ₹179143 Cr
Fund Manage 55 12
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option ICICI Prudential Asset Allocator Fund (FOF) - Growth

Market Cap

Scheme Name

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

ICICI Prudential Asset Allocator Fund (FOF) - Growth

Others 100.01 100

Sector Allocation

Scheme Name

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

ICICI Prudential Asset Allocator Fund (FOF) - Growth

Others 100.01 100

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