Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth+0.37%

4
-1.00%
1 Year Return
Others
FoF Domestic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.46%
NAV20.79 (03 Jun 2020)
Fund Started01 Jan 2013
Fund Size13 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth
-1.0%
3.9%
6.5%
8.1%
Category Average
-7.5%
-0.3%
2.9%
-
Rank within category
3
3
3
-
*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 -1.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund13.2%
    Kotak Standard Multicap Fund Direct-GrowthFinancialMutual Fund13.1%
    Mutual Fund11.1%
    Axis Banking Debt Fund - Direct PlanFinancialMutual Fund10.3%
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund9.2%
    Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund7.0%
    Mutual Fund7.0%
    Aditya Birla Sun Life Focused Equity Fund Direct-GrowthFinancialMutual Fund6.2%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund5.2%
    IDFC Corporate Bond Direct-GFinancialMutual Fund4.3%
    See All

    Fund Managers

    addVinod Bhat
    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 ABSLAMC, 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.
    Funds Managed

    Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth Details

    Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹13 Cr and the Latest NAV as of 03 Jun 2020 is ₹20.79.

    The Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Manager Investment process, as per the risk-return profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific riskreturn profile of investors.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    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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