Motilal Oswal Asset Allocation FOF vs Aditya Birla Sun Life Financial Planning Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Motilal Oswal Asset Allocation FOF- C- Regular Growth

Invest Now

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 1.47% 1.99%
6 Month 16.04% 9.76%
1 Year 34.99% 20.98%
3 Year 17.37% 10.91%
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- C- Regular Growth
6 Month - -
1 Year 14.72% 9.06%
3 Year 34.07% 20.84%
5 Year 60.66% 22.49%

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 18.33% 9.17%
3 Year 45.77% 23.64%
5 Year 65.44% 24.04%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns17.37%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns17.37%

Compare Now

Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth

3Y Returns5.24%

VS

Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns5.58%

VS

Edelweiss Overnight Fund - Regular Plan - Growth Edelweiss Overnight Fund - Regular Plan - Growth

3Y Returns5.54%

Compare Now

ICICI Prudential Nifty Next 50 Index Fund - Growth ICICI Prudential Nifty Next 50 Index Fund - Growth

3Y Returns22.98%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns22.88%

Compare Now
Request call back
Add to Cart Successfully