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Compare Mutual Funds
Comparing Aditya Birla Sun Life Financial Planning FOF Moderate Plan vs Aditya Birla Sun Life Financial Planning FOF Aggressive PlanComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - multi asset allocation, hybrid
- multi asset allocation, hybrid
- Fund Age
- 12 yrs 5 m
- 12 yrs 5 m
- Fund Size
- ₹36 Crs
- ₹209 Crs
- 3 months
- 9.14%
- 10.87%
- 6 months
- 3.22%
- 1.47%
- 1 year
- 11.47%
- 11.06%
- 3 year
- 15.98%
- 18.81%
- 5 year
- 16.54%
- 20.26%
- Standard Deviation
- 7.65
- 10.5
- Sharpe
- 1.13
- 1.08
- Beta
- 0.77
- 1.07
- Sortino
- 1.65
- 1.55
- Alpha
- 1.78
- 1.83
- Top 3 sectors
- Unclassified (99.25999999999999%)
- Unclassified (98.97%)
- Top 5 holdings
- Nippon India Growth Fund Direct- Growth (11.44%)
- Aditya Birla Sun Life Flexi Cap Fund Direct-Growth (10.39%)
- ICICI Prudential Bluechip Fund Direct-Growth (10.19%)
- Kotak Multicap Fund Direct - Growth (10.14%)
- HDFC Corporate Bond Fund Direct Plan-Growth (10.08%)
- Nippon India Growth Fund Direct- Growth (14.9%)
- ICICI Prudential Bluechip Fund Direct-Growth (14.88%)
- Aditya Birla Sun Life Flexi Cap Fund Direct-Growth (14.85%)
- Kotak Multicap Fund Direct - Growth (14.07%)
- HDFC Large and Mid Cap Fund Direct- Growth (13.9%)
- Equity%
- 52.302215%
- 71.99493%
- Debt%
- 34.84748%
- 15.638004%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- Low (SOV)
- Low (AAA)
- Expense Ratio
- 0.53%
- 0.35%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 50+50 Moderate Index
- CRISIL Hybrid 35+65 Aggressive Index
- Min. Investment
- SIP ₹1000 & Lumpsum ₹1000
- SIP ₹1000 & Lumpsum ₹1000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Vinod Bhat
- Vinod Bhat
