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- C- 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- C- Regular Growth
Fund Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- C- Regular Growth
Investment Plan Growth Growth
Level of Risk High High
Asset Size (Cr) ₹214 Cr ₹43 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 09 May 2011 12 Mar 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% 36%
Expense Ratio 1.07 0.6
Manager Dhaval Joshi Rouhak Shah
ISIN Code INF084M01101 INF247L01AO6
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- C- Regular Growth
1 Month -4.98% -1.65%
6 Month 5.77% 5.35%
1 Year 23.75% 17.5%
3 Year 13.57% 9.33%
5 Year 16.73% -

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- C- Regular Growth
6 Month - -
1 Year 17.56% 14.31%
3 Year 20.1% 13.81%
5 Year 18.77% -

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option Motilal Oswal Asset Allocation FOF- C- Regular Growth
1 Year 11.91% 10.38%
3 Year 14.05% 10.48%
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- C- Regular Growth
Standard Deviation 8.55% 5.77%
Sharp 1.11% 0.76%
Beta 0.7% 0.47%
Alpha 4.03% 0.73%

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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- C- 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- C- Regular Growth

Market Cap

Scheme Name

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

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Others 100 100.01

Sector Allocation

Scheme Name

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

Motilal Oswal Asset Allocation FOF- C- Regular Growth

Others 0.61 0.4
Unclassified 99.39 99.61

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