Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth

Other
FoF Overseas/Domestic
High Risk
13.70%
3Y annualised
+0.24% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Feb 2024₹38.15
Min. SIP amount₹100
Rating3
Fund size₹33.36Cr

Return calculator

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

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns25.8%13.7%14.0%11.2%
Category average26.0%14.8%14.3%NA
Rank with in category16148NA
Understand terms

Holdings (16)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
NAMutual Fund11.25%
Aditya Birla Sun Life Short Term Direct Fund -Growth
NAMutual Fund10.38%
Kotak Multicap Fund Direct - Growth
NAMutual Fund10.03%
HDFC Large and Mid Cap Fund Direct- Growth
NAMutual Fund9.48%
HDFC Low Duration Fund Direct Plan-Growth
NAMutual Fund9.24%
Nippon India Growth Fund Direct- Growth
NAMutual Fund7.66%
ICICI Prudential Bluechip Fund Direct-Growth
NAMutual Fund6.68%
Aditya Birla Sun Life Small Cap Fund Direct-Growth
NAMutual Fund5.99%
Kotak Emerging Equity Fund Direct-Growth
NAMutual Fund4.79%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
NAMutual Fund4.47%
See All

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

Cons

10Y annualised returns higher than category average by 1.29%
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Lower expense ratio: 0.38%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher alpha: 3.86 The fund has generated returns higher than benchmark - CRISIL Hybrid 50+50 Moderate Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.38%

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,

Compare funds

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 4.7.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK MAHINDRA |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  BANDHAN |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  IDBI |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ |  BAJAJ