Motilal Oswal Asset Allocation FOF 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 Motilal Oswal Asset Allocation FOF- A- Regular 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 Motilal Oswal Asset Allocation FOF- A- Regular Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹214 Cr ₹67 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 09 May 2011 10 Mar 2021
Category Domestic Hybrid FoF Domestic Hybrid FoF
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI 500 TRI,Domestic Price of Gold,NIFTY 500 TRI,Nifty 5yr Benchmark G-Sec TRI
Turn Over 1085% 36%
Expense Ratio 1.07 0.64
Manager Dhaval Joshi Rouhak Shah
ISIN Code INF084M01101 INF247L01AM0
Exits Load Exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 15 Days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
1 Month 1.47% 2.09%
6 Month 16.04% 12.84%
1 Year 34.99% 29.48%
3 Year 17.37% 14.42%
5 Year 19.22% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
6 Month - -
1 Year 14.72% 12.56%
3 Year 34.07% 28.53%
5 Year 60.66% 30.92%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
1 Year 11.77% 12.87%
3 Year 14.12% 14.03%
5 Year 12.74% -

Risk Management

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Standard Deviation 8.55% 8.85%
Sharp 1.11% 0.86%
Beta 0.7% 0.74%
Alpha 4.03% 1.9%

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Fund Managers

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth
Name Dhaval Joshi Rouhak Shah
Total AUM ₹361932 Cr ₹105 Cr
Fund Manage 55 2
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- A- Regular Growth

Market Cap

Scheme Name

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

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Others 100 100

Sector Allocation

Scheme Name

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

Motilal Oswal Asset Allocation FOF- A- Regular Growth

Others 0.61 0.52
Unclassified 99.39 99.48

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