Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth+0.42%

11.59%
1 Year Return
DEBT
FoF Domestic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.82%
NAV21.15 (27 Nov 2020)
Fund Started09 May 2011
Fund Size11 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.7%
6.9%
7.9%
7.8%
Category Average
9.2%
5.7%
8.0%
-
Rank Within Category
6
4
7
-
*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 11.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 1Y Returns are higher than the category average returns
    4. 3Y Returns are higher than the category average returns
    5. 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
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    6. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund17.0%
    IDFC Banking Debt Fund - Direct PlanFinancialMutual Fund14.1%
    ICICI Prudential Savings Fund Direct Plan -GrowthFinancialMutual Fund13.6%
    Aditya Birla Sun Life Short Term Direct Fund -GrowthFinancialMutual Fund12.7%
    Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund10.0%
    Kotak Standard Multicap Fund Direct-GrowthFinancialMutual Fund5.6%
    Kotak Emerging Equity Fund Direct-GrowthFinancialMutual Fund5.5%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund4.4%
    Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund4.3%
    Tata Large & Mid Cap Fund Direct Plan-GrowthFinancialMutual Fund4.0%
    See All

    Fund Managers

    Kunal Sangoi
    keyboard_arrow_down
    Vinod Bhat
    keyboard_arrow_down

    Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth Details

    Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth is a DEBT Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 09 May 2011. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11 Cr and the Latest NAV as of 27 Nov 2020 is ₹21.15.

    The Aditya Birla Sun Life Financial Planning FoF Conservative Plan 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.

    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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