Aditya Birla Sun Life Financial Planning FoF Moderate Plan Regular IDCW Quarterly

Other
FoF Overseas/Domestic
High Risk
Payout
13.02%
3Y annualised
+0.61% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 01 Mar 2024₹32.44
Min. SIP amountNot Supported
Rating3
Fund size₹33.36Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.2%13.0%13.4%10.5%
Category average26.8%15.1%15.3%NA
Rank with in category16138NA
Understand terms

Holdings (16)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
NAMutual Fund11.25%
Aditya Birla Sun Life Short Term Direct Fund -Growth
NAMutual Fund10.38%
Kotak Multicap Fund Direct - Growth
NAMutual Fund10.03%
HDFC Large and Mid Cap Fund Direct- Growth
NAMutual Fund9.48%
HDFC Low Duration Fund Direct Plan-Growth
NAMutual Fund9.24%
Nippon India Growth Fund Direct- Growth
NAMutual Fund7.66%
ICICI Prudential Bluechip Fund Direct-Growth
NAMutual Fund6.68%
Aditya Birla Sun Life Small Cap Fund Direct-Growth
NAMutual Fund5.99%
Kotak Emerging Equity Fund Direct-Growth
NAMutual Fund4.79%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
NAMutual Fund4.47%
See All

Expense ratio, exit load and tax

Expense ratio: 0.98%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Vinod Bhat
Aug 2019 - Present
View details

Education
Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
Experience
Prior to joining ABSL AMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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