Aditya Birla Sun Life Financial Planning Fund vs Nippon India Asset Allocator FoF compare
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Nippon India Asset Allocator FoF - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | High |
Asset Size (Cr) | ₹209 Cr | ₹370 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 09 May 2011 | 05 Feb 2021 |
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% | 136% |
Expense Ratio | 1.2 | 1.22 |
Manager | Dhaval Joshi | Ashutosh Bhargava |
ISIN Code | INF084M01101 | INF204KB13Y1 |
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 | Nippon India Asset Allocator 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 | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.54% | 5.79% |
6 Month | -4.03% | 0.6% |
1 Year | 10.66% | 13.28% |
3 Year | 13.78% | 17.21% |
5 Year | 19.16% | - |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.7% | 3.4% |
1 Year | 0.99% | 7.75% |
3 Year | 15.66% | 19.28% |
5 Year | 15.5% | - |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
1 Year | 12.03% | 19.79% |
3 Year | 14.02% | 18.49% |
5 Year | 13.02% | - |
Risk Management
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.385% | 7.601% |
Sharp | 0.584% | 1.296% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
Name | Dhaval Joshi | Ashutosh Bhargava |
Total AUM | ₹361932 Cr | ₹121448 Cr |
Funds Managed | 55 | 12 |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option |
Nippon India Asset Allocator FoF - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Bandhan Midcap Fund Regular - Growth
3Y Returns0%
Nippon India Growth Fund-Growth Plan-Growth Option
3Y Returns21.89%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns6.56%
DSP Low Duration Fund - Regular Plan - Growth
3Y Returns6.69%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns18.29%
Tata Large Cap Fund -Regular Plan - Growth Option
3Y Returns12.84%
ICICI Prudential Equity & Debt Fund - Growth
3Y Returns17.59%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns9.48%