Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth

Hybrid
Multi Asset Allocation
High Risk
13.76%
3Y annualised
+0.34% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2024₹43.91
Min. SIP amount₹100
Rating3
Fund size₹37.68Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.8%13.8%16.4%11.9%
Category average27.1%13.9%17.1%NA
Rank with in category18137NA
Understand terms

Holdings (11)

NameSectorInstrumentAssets
Aditya Birla Sun Life Government Securities Fund Direct Plan-Growth
NAMutual Fund14.68%
HDFC Corporate Bond Fund Direct Plan-Growth
NAMutual Fund13.81%
Nippon India Growth Fund Direct- Growth
NAMutual Fund11.81%
Kotak Multicap Fund Direct - Growth
NAMutual Fund11.12%
HDFC Large and Mid Cap Fund Direct- Growth
NAMutual Fund11.03%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
NAMutual Fund10.86%
ICICI Prudential Bluechip Fund Direct-Growth
NAMutual Fund10.45%
Kotak Dynamic Bond Fund Direct-Growth
NAMutual Fund7.78%
Nippon India Small Cap Fund Direct- Growth
NAMutual Fund4.71%
NAMutual Fund1.83%
See All

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

3Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.6%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher alpha: 3.91 The fund has generated returns higher than benchmark - CRISIL Hybrid 50+50 Moderate Index - in the last 3Y

Cons

1Y and 5Y annualised returns lower than category average

Expense ratio, exit load and tax

Expense ratio: 0.60%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Vinod Bhat
Aug 2019 - Present
View details

Education
Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
Experience
Prior to joining ABSL AMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.
Also manages these schemes

Dhaval Joshi
Nov 2022 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
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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