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Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth

Other
FoF Overseas/Domestic
High Risk
27.14%
1Y return
+0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹28.32
Min. SIP Amount₹1,000
Rating3star
Fund Size₹26.86 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.1%11.9%10.7%10.9%
Category average34.5%11.1%9.5%NA
Rank with in category1285NA
Understand termsinfo

Holdings (13)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
FinancialMutual Fund9.5%
IDFC Banking Debt Fund - Direct Plan
FinancialMutual Fund9.4%
HDFC Corporate Bond Fund Direct Plan-Growth
FinancialMutual Fund9.4%
Aditya Birla Sun Life Short Term Direct Fund -Growth
FinancialMutual Fund9.3%
Aditya Birla Sun Life Gold Exchange Traded Fund
FinancialMutual Fund9.0%
Tata Large & Mid Cap Fund Direct Plan-Growth
FinancialMutual Fund8.9%
Kotak Flexicap Fund Direct-Growth
FinancialMutual Fund8.5%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund6.9%
Kotak Emerging Equity Fund Direct-Growth
FinancialMutual Fund6.5%
Nippon India Small Cap Fund Direct- Growth
FinancialMutual Fund5.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.35%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹1,000

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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