Fund Details
Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.82% |
| NAV | ₹21.15 (27 Nov 2020) |
|---|---|
| Fund Started | 09 May 2011 |
| Fund Size | ₹11 Cr |
Returns
as per Historical Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Corporate Bond Fund Direct Plan-Growth | Financial | Mutual Fund | 17.0% |
| IDFC Banking Debt Fund - Direct Plan | Financial | Mutual Fund | 14.1% |
| ICICI Prudential Savings Fund Direct Plan -Growth | Financial | Mutual Fund | 13.6% |
| Aditya Birla Sun Life Short Term Direct Fund -Growth | Financial | Mutual Fund | 12.7% |
| Aditya Birla Sun Life Gold Exchange Traded Fund | Financial | Mutual Fund | 10.0% |
| Kotak Standard Multicap Fund Direct-Growth | Financial | Mutual Fund | 5.6% |
| Kotak Emerging Equity Fund Direct-Growth | Financial | Mutual Fund | 5.5% |
| Aditya Birla Sun Life Equity Fund Direct-Growth | Financial | Mutual Fund | 4.4% |
| Aditya Birla Sun Life Nifty ETF Fund | Financial | Mutual Fund | 4.3% |
| Tata Large & Mid Cap Fund Direct Plan-Growth | Financial | Mutual Fund | 4.0% |
Fund Managers
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.
