| Risk | Moderate |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 0.30% |
| NAV | ₹20.33 (14 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹7 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Corporate Bond Fund Direct Plan-Growth | Financial | Mutual Fund | 13.1% |
| Axis Banking Debt Fund - Direct Plan | Financial | Mutual Fund | 11.4% |
| Aditya Birla Sun Life Gold Exchange Traded Fund | Financial | Mutual Fund | 8.5% |
| IDFC Corporate Bond Direct-G | Financial | Mutual Fund | 8.3% |
| Aditya Birla Sun Life Corporate Bond Fund Direct-Growth | Financial | Mutual Fund | 7.1% |
| Kotak Standard Multicap Fund Direct-Growth | Financial | Mutual Fund | 6.9% |
| IDFC Banking Debt Fund - Direct Plan | Financial | Mutual Fund | 6.1% |
| Aditya Birla Sun Life Equity Fund Direct-Growth | Financial | Mutual Fund | 5.3% |
| Aditya Birla Sun Life Nifty ETF Fund | Financial | Mutual Fund | 5.2% |
| Aditya Birla Sun Life Banking & PSU Debt Fund Direct-Growth | Financial | Mutual Fund | 5.2% |
Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹7 Cr and the Latest NAV as of 14 Jul 2020 is ₹20.33.
The Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Exit load of 1% if redeemed within 1 year.
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Manager Investment process, as per the risk-return profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific riskreturn profile of investors.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.