Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth

Aditya Birla Sun Life Financial Planning FoF Conservative Plan Growth

Other
FoF Overseas/Domestic
Moderately High Risk
11.43%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹24.18
Min. SIP amountNA
Rating3star
Fund size₹14.10 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns18.8%11.4%8.7%8.8%
Category average34.5%11.1%9.5%NA
Rank with in category16108NA
Understand termsinfo

Holdings (14)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
FinancialMutual Fund17.1%
HDFC Corporate Bond Fund Direct Plan-Growth
FinancialMutual Fund14.5%
IDFC Banking Debt Fund - Direct Plan
FinancialMutual Fund14.4%
Aditya Birla Sun Life Short Term Direct Fund -Growth
FinancialMutual Fund11.5%
Aditya Birla Sun Life Gold Exchange Traded Fund
FinancialMutual Fund8.9%
HDFC Low Duration Fund Direct Plan-Growth
FinancialMutual Fund5.9%
Aditya Birla Sun Life Nifty ETF Fund
FinancialMutual Fund5.3%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund4.0%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
FinancialMutual Fund3.8%
Kotak Emerging Equity Fund Direct-Growth
FinancialMutual Fund3.7%
See All

Expense ratio, exit load and tax

Expense ratio: 0.99%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Kunal Sangoi
Jul 2018 - Present
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Vinod Bhat
Aug 2019 - Present
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Fund house & investment objective

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Fund house contact details

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