Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Growth-0.51%

4Groww
-2.65%
1 Year Return
Others
FoF Domestic
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.27%
NAV19.5 (21 Aug 2019)
Fund Started09 May 2011
Fund Size13 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Growth
-2.6%
5.0%
7.1%
8.4%
Category Average
1.4%
5.4%
7.4%
-
Rank within category
9
6
4
-
*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
    30
    with -2.6% 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. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Aditya Birla Sun Life Credit Risk Fund Direct-GrowthFinancialMutual Fund19.0%
    Aditya Birla Sun Life Focused Equity Fund Direct-GrowthFinancialMutual Fund13.8%
    Aditya Birla Sun Life Corporate Bond Fund Direct-GrowthFinancialMutual Fund12.6%
    Aditya Birla Sun Life Medium Term Direct Plan -GrowthFinancialMutual Fund11.7%
    Aditya Birla Sun Life Equity Fund Direct-GrowthFinancialMutual Fund10.9%
    Aditya Birla Sun Life India GenNext Direct Fund-GrowthFinancialMutual Fund9.7%
    Aditya Birla Sun Life Small Cap Fund Direct-GrowthFinancialMutual Fund9.6%
    Aditya Birla Sun Life Money Manager Fund Direct-GrowthFinancialMutual Fund5.4%
    Aditya Birla Sun Life Pharma & Healthcare Fund Direct - GrowthFinancialMutual Fund5.3%
    See All

    Other Details

    Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Growth is a Others Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 09 May 2011. Shravan Kumar Sreenivasula is the Current Fund Manager of Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹13 Cr and the Latest NAV as of 21 Aug 2019 is ₹19.5.

    The Aditya Birla Sun Life Financial Planning Fund FoF Prudent Plan Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 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)

    ₹1000
    Min for First Investment
    ₹1000
    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
    22 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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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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