Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan Direct Growth+0.21%

1Groww
6.40%
1 Year Return
Others
FoF Domestic
1.0 star
6M
1Y
3Y
5Y
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Fund Details

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

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.64%
NAV19.54 (12 Dec 2019)
Fund Started01 Jan 2013
Fund Size4 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan Direct Growth
6.4%
6.7%
7.0%
7.7%
Category Average
3.2%
5.5%
6.8%
-
Rank within category
6
7
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
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    with 6.4% annual returns

    Comparison

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    Top Holdings

    NameSectorInstrument% Assets
    Aditya Birla Sun Life Credit Risk Fund Direct-GrowthFinancialMutual Fund26.8%
    Aditya Birla Sun Life Corporate Bond Fund Direct-GrowthFinancialMutual Fund19.8%
    Aditya Birla Sun Life Medium Term Direct Plan -GrowthFinancialMutual Fund15.1%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund8.8%
    Aditya Birla Sun Life Focused Equity Fund Direct-GrowthFinancialMutual Fund8.7%
    Aditya Birla Sun Life Small Cap Fund Direct-GrowthFinancialMutual Fund6.8%
    Aditya Birla Sun Life India GenNext Direct Fund-GrowthFinancialMutual Fund5.6%
    Aditya Birla Sun Life Pharma & Healthcare Fund Direct - GrowthFinancialMutual Fund4.0%
    Aditya Birla Sun Life Money Manager Fund Direct-GrowthFinancialMutual Fund0.9%
    See All

    Fund Managers

    Other Details

    Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan Direct Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹4 Cr and the Latest NAV as of 12 Dec 2019 is ₹19.54.

    The Aditya Birla Sun Life Financial Planning Fund FoF Conservative Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is 1000. 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 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.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    22 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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