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Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth+0.26%

22.26%
1 Year Return
Others
Multi Asset Allocation
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.38%
NAV₹23.49 (10 May 2021)
Fund Started01 Jan 2013
Fund Size13 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
22.3%
9.0%
8.9%
8.8%
Category Average
30.4%
7.3%
8.6%
-
Rank Within Category
15
6
9
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 22.3% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.38%
2. 3Y 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. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund15.7%
ICICI Prudential Savings Fund Direct Plan -GrowthFinancialMutual Fund15.7%
IDFC Banking Debt Fund - Direct PlanFinancialMutual Fund15.7%
Aditya Birla Sun Life Short Term Direct Fund -GrowthFinancialMutual Fund15.2%
Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund6.4%
Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund5.7%
Tata Large & Mid Cap Fund Direct Plan-GrowthFinancialMutual Fund5.0%
Kotak Emerging Equity Fund Direct-GrowthFinancialMutual Fund4.6%
Aditya Birla Sun Life Flexi Cap Fund Direct-GrowthFinancialMutual Fund4.2%
Kotak Flexicap Fund Direct-GrowthFinancialMutual Fund3.3%
See All

Fund Managers

Kunal Sangoi
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Vinod Bhat
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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 ₹13 Cr and the Latest NAV as of 10 May 2021 is ₹23.49.

The Aditya Birla Sun Life Financial Planning FoF Conservative Plan Direct 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 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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