Nippon India Asset Allocator 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 Nippon India Asset Allocator FoF - Regular Plan - Growth Option

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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 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 High
Asset Size (Cr) ₹217 Cr ₹306 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 1.15 1.24
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 1.59% 2.09%
6 Month 2.08% 3.52%
1 Year 17.92% 18.92%
3 Year 15.11% 17.6%
5 Year 16.86% -

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 14.15% 13.43%
3 Year 19.88% 20.96%
5 Year 18.61% -

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 11.91% 19.91%
3 Year 14.05% 18.81%
5 Year 12.74% -

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 8.55% 7.21%
Sharp 1.11% 1.67%
Beta 0.7% 0.49%
Alpha 4.03% 8.19%

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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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