Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth+0.66%

13.88%
1 Year Return
DEBT
FoF Domestic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.04%
NAV26.54 (27 Nov 2020)
Fund Started09 May 2011
Fund Size128 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.9%
6.6%
10.0%
9.9%
Category Average
9.2%
5.7%
8.0%
-
Rank Within Category
3
6
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 13.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 1Y Returns are higher than the category average returns
    4. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    6. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Kotak Standard Multicap Fund Direct-GrowthFinancialMutual Fund18.4%
    Tata Large & Mid Cap Fund Direct Plan-GrowthFinancialMutual Fund15.5%
    Axis Focused 25 Direct Plan-GrowthFinancialMutual Fund15.0%
    Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund9.8%
    Aditya Birla Sun Life Focused Equity Fund Direct-GrowthFinancialMutual Fund7.1%
    Kotak Emerging Equity Fund Direct-GrowthFinancialMutual Fund6.6%
    Aditya Birla Sun Life Short Term Direct Fund -GrowthFinancialMutual Fund6.6%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund4.5%
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund4.4%
    Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund4.2%
    See All

    Fund Managers

    Kunal Sangoi
    keyboard_arrow_down
    Vinod Bhat
    keyboard_arrow_down

    Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth Details

    Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth is a DEBT Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 09 May 2011. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹128 Cr and the Latest NAV as of 27 Nov 2020 is ₹26.54.

    The Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    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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