Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Financial Planning FoF Aggressive Plan IDCW Half Yearly

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

Other
FoF Overseas/Domestic
Very High Risk
40.46%
1Y return
+0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2021₹30.71
Min. SIP amountNA
Rating4star
Fund size₹163.73 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns40.5%14.8%12.4%12.4%
Category average34.5%11.1%9.5%NA
Rank with in category432NA
Understand termsinfo

Holdings (14)

NameSectorInstrumentAssets
Kotak Flexicap Fund Direct-Growth
FinancialMutual Fund11.7%
Tata Large & Mid Cap Fund Direct Plan-Growth
FinancialMutual Fund11.6%
SBI Flexicap Fund Direct-Growth
FinancialMutual Fund11.6%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund10.3%
Aditya Birla Sun Life Gold Exchange Traded Fund
FinancialMutual Fund8.7%
Kotak Emerging Equity Fund Direct-Growth
FinancialMutual Fund7.2%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
FinancialMutual Fund6.7%
Aditya Birla Sun Life Nifty ETF Fund
FinancialMutual Fund6.1%
ICICI Prudential Savings Fund Direct Plan -Growth
FinancialMutual Fund5.2%
Nippon India Small Cap Fund Direct- Growth
FinancialMutual Fund5.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.12%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Kunal Sangoi
Jul 2018 - Present
View details
keyboard_arrow_down
Vinod Bhat
Aug 2019 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan IDCW Half Yearly
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.8.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle