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

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct Growth

Other
FoF Overseas/Domestic
High Risk
15.44%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹29.82
Min. SIP amount₹1,000
Rating3star
Fund size₹28.26 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns30.0%15.4%11.4%11.2%
Category average34.5%11.1%9.5%NA
Rank with in category1386NA
Understand termsinfo

Holdings (14)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
FinancialMutual Fund10.9%
IDFC Banking Debt Fund - Direct Plan
FinancialMutual Fund9.2%
HDFC Corporate Bond Fund Direct Plan-Growth
FinancialMutual Fund9.2%
Aditya Birla Sun Life Gold Exchange Traded Fund
FinancialMutual Fund8.8%
SBI Flexicap Fund Direct-Growth
FinancialMutual Fund8.1%
Aditya Birla Sun Life Short Term Direct Fund -Growth
FinancialMutual Fund8.1%
Kotak Flexicap Fund Direct-Growth
FinancialMutual Fund7.7%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund7.6%
Tata Large & Mid Cap Fund Direct Plan-Growth
FinancialMutual Fund7.2%
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
FinancialMutual Fund5.0%
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
Check past data

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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