Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth+0.69%

4
7.28%
1 Year Return
Others
FoF Domestic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.36%
NAV20.67 (25 Sep 2020)
Fund Started01 Jan 2013
Fund Size10 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth
7.3%
5.6%
7.2%
7.7%
Category Average
10.2%
4.5%
6.7%
-
Rank within category
7
3
6
-
*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 7.3% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.3%
    2. 1Y Returns are higher than the category average returns
    3. 3Y 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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund15.4%
    IDFC Banking Debt Fund - Direct PlanFinancialMutual Fund15.1%
    Axis Banking Debt Fund - Direct PlanFinancialMutual Fund14.6%
    Aditya Birla Sun Life Corporate Bond Fund Direct-GrowthFinancialMutual Fund11.1%
    Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund9.6%
    Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund6.1%
    Kotak Standard Multicap Fund Direct-GrowthFinancialMutual Fund5.9%
    Kotak Emerging Equity Fund Direct-GrowthFinancialMutual Fund4.9%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund4.6%
    Axis Focused 25 Direct Plan-GrowthFinancialMutual Fund4.0%
    See All

    Fund Managers

    addVinod Bhat
    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.
    Funds Managed

    Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth Details

    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 ₹10 Cr and the Latest NAV as of 25 Sep 2020 is ₹20.67.

    The Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 500. Exit load of 1% if redeemed within 1 year.

    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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

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