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 Risk | High Risk |
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 | -2.93% | -0.96% |
6 Month | -6.54% | -2.01% |
1 Year | 7.07% | 12.67% |
3 Year | 13.26% | 16.82% |
5 Year | 14.93% | - |
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 Year | -2.6% | 2.54% |
3 Year | 13.95% | 17.05% |
5 Year | 14.95% | - |
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 | 12.19% | 19.79% |
3 Year | 14.06% | 18.49% |
5 Year | 12.94% | - |
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 | 9.822% | 7.601% |
Sharp | 0.732% | 1.296% |
Beta | - | - |
Alpha | - | - |
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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 |
Fund Manage | 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 | 100.01 | 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 | 100.01 | 0.74 |
Unclassified | - | 99.26 |
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