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Aditya Birla Sun Life Financial Planning FoF Moderate Plan IDCW Quarterly+0.26%

33.21%
1 Year Return
Other
FoF Overseas/Domestic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Moderate Plan IDCW Quarterly

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.28%
NAV₹23.80 (11 Jun 2021)
Fund Started09 May 2011
Fund Size26 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
33.2%
11.2%
10.7%
-
Category Average
30.4%
7.3%
8.6%
-
Rank Within Category
9
6
4
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 33.2% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
ICICI Prudential Savings Fund Direct Plan -GrowthFinancialMutual Fund11.2%
IDFC Banking Debt Fund - Direct PlanFinancialMutual Fund10.0%
HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund10.0%
Aditya Birla Sun Life Short Term Direct Fund -GrowthFinancialMutual Fund9.9%
Tata Large & Mid Cap Fund Direct Plan-GrowthFinancialMutual Fund8.7%
Kotak Flexicap Fund Direct-GrowthFinancialMutual Fund8.4%
Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund7.0%
Aditya Birla Sun Life Flexi Cap Fund Direct-GrowthFinancialMutual Fund6.7%
Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund6.5%
Kotak Emerging Equity Fund Direct-GrowthFinancialMutual Fund6.2%
See All

Fund Managers

Kunal Sangoi
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Vinod Bhat
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Aditya Birla Sun Life Financial Planning FoF Moderate Plan IDCW Quarterly Details

Aditya Birla Sun Life Financial Planning FoF Moderate Plan IDCW Quarterly is a Other Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 09 May 2011. Kunal Sangoi is the Current Fund Manager of Aditya Birla Sun Life Financial Planning FoF Moderate Plan IDCW Quarterly fund.The fund currently has an Asset Under Management(AUM) of ₹26 Cr and the Latest NAV as of 11 Jun 2021 is ₹23.80.

The Aditya Birla Sun Life Financial Planning FoF Moderate Plan IDCW Quarterly is rated 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 BSLAMC process, as per the risk-return profile of investors.

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
Website
NA
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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