Aditya Birla Sun Life Financial Planning Fund vs Kotak Multi Asset Allocator Fund of Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Invest Now

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 Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹217 Cr ₹1598 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 09 May 2011 09 Aug 2004
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% 28.16%
Expense Ratio 1.15 1.01
Manager Dhaval Joshi Abhishek Bisen
ISIN Code INF084M01101 INF174K01468
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 Kotak Multi Asset Allocator Fund of Fund - Dynamic - 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 Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
1 Month 1.59% 2.13%
6 Month 2.08% 2.95%
1 Year 17.92% 20.16%
3 Year 15.11% 17.95%
5 Year 16.86% 20.68%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
6 Month - -
1 Year 14.15% 13.57%
3 Year 19.88% 20.94%
5 Year 18.61% 20.98%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
1 Year 11.91% 13.23%
3 Year 14.05% 13.46%
5 Year 12.74% 13.82%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
Standard Deviation 8.55% 8.1%
Sharp 1.11% 1.62%
Beta 0.7% 0.65%
Alpha 4.03% 8%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth
Name Dhaval Joshi Abhishek Bisen
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 33
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Market Cap

Scheme Name

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

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Others 100.01 100.13

Sector Allocation

Scheme Name

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

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Others 100.01 100.13

Top Comparisons

DSP Equity Opportunities Fund-Regular Plan - Growth DSP Equity Opportunities Fund-Regular Plan - Growth

3Y Returns19.73%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns20.3%

Compare Now

SBI Long Term Equity Fund - Regular Plan- Growth SBI Long Term Equity Fund - Regular Plan- Growth

3Y Returns24.77%

VS

PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option

3Y Returns14.11%

Compare Now

BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

3Y Returns10.72%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns15.29%

Compare Now

WhiteOak Capital Multi Cap Fund - Regular (G) WhiteOak Capital Multi Cap Fund - Regular (G)

3Y Returns0%

VS

HDFC Multi Cap Fund - Growth Option HDFC Multi Cap Fund - Growth Option

3Y Returns23.85%

Compare Now
Request call back
Add to Cart Successfully