Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth+0.82%

4
6.31%
1 Year Return
Others
FoF Domestic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.00%
NAV21.50 (28 Sep 2020)
Fund Started09 May 2011
Fund Size19 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth
6.3%
4.8%
7.2%
8.5%
Category Average
10.2%
4.5%
6.7%
-
Rank within category
6
4
5
-
*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 6.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Kotak Standard Multicap Fund Direct-GrowthFinancialMutual Fund12.7%
    HDFC Corporate Bond Fund Direct Plan-GrowthFinancialMutual Fund10.6%
    IDFC Banking Debt Fund - Direct PlanFinancialMutual Fund10.5%
    Axis Banking Debt Fund - Direct PlanFinancialMutual Fund10.4%
    Aditya Birla Sun Life Gold Exchange Traded FundFinancialMutual Fund9.6%
    Axis Focused 25 Direct Plan-GrowthFinancialMutual Fund8.5%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund6.4%
    Aditya Birla Sun Life Nifty ETF FundFinancialMutual Fund6.3%
    Tata Large & Mid Cap Fund Direct Plan-GrowthFinancialMutual Fund6.2%
    Aditya Birla Sun Life Focused Equity Fund Direct-GrowthFinancialMutual Fund6.1%
    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 Growth Details

    Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 09 May 2011. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹19 Cr and the Latest NAV as of 28 Sep 2020 is ₹21.50.

    The Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 500. 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.

    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)

    ₹500
    Min for First Investment
    ₹500
    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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