BANDHAN Asset Allocation Fund vs Aditya Birla Sun Life Financial Planning 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 BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - 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 BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹214 Cr ₹18 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 May 2011 20 Feb 2010
Category Domestic Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 1085% 78%
Expense Ratio 1.07 1.22
Manager Dhaval Joshi Viraj Kulkarni
ISIN Code INF084M01101 INF194K01953
Exits Load Exit load of 1% if redeemed within 365 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
1 Month -4.98% -3.27%
6 Month 5.77% 6.7%
1 Year 23.75% 22.04%
3 Year 13.57% 10.72%
5 Year 16.73% 13.37%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
6 Month - -
1 Year 17.56% 15.68%
3 Year 20.1% 17.18%
5 Year 18.77% 15.84%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
1 Year 11.91% 8.54%
3 Year 14.05% 10.36%
5 Year 12.74% 9.94%

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
Standard Deviation 8.55% 8.52%
Sharp 1.11% 0.81%
Beta 0.7% 0.71%
Alpha 4.03% 1.35%

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Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth
Name Dhaval Joshi Viraj Kulkarni
Total AUM ₹361932 Cr ₹0 Cr
Fund Manage 55 8
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth

Market Cap

Scheme Name

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

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

Others 100 100

Sector Allocation

Scheme Name

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

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

Others 0.61 2.47
Unclassified 99.39 97.53

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