Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth

Other
FoF Overseas/Domestic
Moderately High Risk
10.04%
3Y annualised
-0.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹25.75
Min. SIP amount₹500
Rating4
Fund size₹14.30Cr

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 returns2.4%10.0%7.8%8.4%
Category average3.1%14.2%7.1%NA
Rank with in category10105NA
Understand terms

Holdings (14)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
FinancialMutual Fund17.7%
IDFC Banking Debt Fund - Direct Plan
FinancialMutual Fund12.2%
Aditya Birla Sun Life Short Term Direct Fund -Growth
FinancialMutual Fund12.1%
HDFC Corporate Bond Fund Direct Plan-Growth
FinancialMutual Fund11.8%
HDFC Low Duration Fund Direct Plan-Growth
FinancialMutual Fund11.0%
Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund7.7%
Aditya Birla Sun Life Nifty 50 ETF-GrowthFinancialMutual Fund5.5%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund3.9%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
FinancialMutual Fund3.9%
Kotak Emerging Equity Fund Direct-Growth
FinancialMutual Fund3.4%
See All

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

Cons

Lower expense ratio: 0.34%
Lower AUM: 14Cr. Funds with lower AUM tend to have higher expense ratio
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Consistently lower annualised returns than category average for the past 1Y and 3Y
5Y annualised returns higher than category average by 0.66%

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

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₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

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

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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