Aditya Birla Sun Life Financial Planning Fund vs Kotak Multi Asset Allocator Fund of Fund 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 Kotak Multi Asset Allocator Fund of Fund - Dynamic - 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 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 High Very High
Asset Size (Cr) ₹214 Cr ₹1572 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 09 May 2011 01 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 1.07 0.98
Manager Dhaval Joshi Abhishek Bisen
ISIN Code INF084M01101 INF174K01468
Exits Load Exit load of 1% if redeemed within 365 days./365 Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/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 1.47% -2.39%
6 Month 16.04% 8.57%
1 Year 34.99% 30.72%
3 Year 17.37% 18.04%
5 Year 19.22% 20.91%

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 14.72% 14.96%
3 Year 34.07% 39.07%
5 Year 60.66% 73.83%

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 11.77% 13.24%
3 Year 14.12% 13.44%
5 Year 12.74% 13.77%

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%

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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 100 100.16

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 0.61 100.16
Unclassified 99.39 -

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