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 High Very High
Asset Size (Cr) ₹214 Cr ₹235 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 09 May 2011 07 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 1.07 1.28
Manager Dhaval Joshi Ashutosh Bhargava
ISIN Code INF084M01101 INF204KB13Y1
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 12 Months./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 -4.98% -3.48%
6 Month 5.77% 5.62%
1 Year 23.75% 23.72%
3 Year 13.57% 16.29%
5 Year 16.73% -

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 17.56% 19.27%
3 Year 20.1% 22.12%
5 Year 18.77% -

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 100 100

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 0.61 0.74
Unclassified 99.39 99.26

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