Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct IDCW Half Yearly

Other
FoF Overseas/Domestic
Very High Risk
Payout
13.94%
3Y annualised
+0.05% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jan 2023₹33.97
Min. SIP amount₹1,000
Rating3
Fund size₹163.72Cr

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 returns4.0%13.9%9.7%12.3%
Category average4.6%13.1%7.3%NA
Rank with in category1542NA
Understand terms

Holdings (14)

NameSectorInstrumentAssets
Kotak Flexicap Fund Direct-Growth
FinancialMutual Fund11.7%
ICICI Prudential Bluechip Fund Direct-Growth
FinancialMutual Fund10.7%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund10.5%
SBI Flexicap Fund Direct-Growth
FinancialMutual Fund10.1%
Kotak Emerging Equity Fund Direct-Growth
FinancialMutual Fund9.1%
Aditya Birla Sun Life Gold ETFFinancialMutual Fund8.4%
Nippon India Small Cap Fund Direct- Growth
FinancialMutual Fund7.7%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
FinancialMutual Fund7.1%
Aditya Birla Sun Life Nifty 50 ETF-GrowthFinancialMutual Fund6.5%
HDFC Low Duration Fund Direct Plan-Growth
FinancialMutual Fund6.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.20%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹1,000

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 ABSLAMC, 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 joinig 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 India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
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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