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

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Growth

Other
FoF Overseas/Domestic
High Risk
14.69%
3Y annualised
-0.87% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Oct 2021₹28.23
Min. SIP amountNA
Rating3star
Fund size₹28.26 Cr

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns28.1%14.7%10.5%10.5%
Category average34.5%11.1%9.5%NA
Rank with in category1075NA
Understand termsinfo

Holdings (14)

NameSectorInstrumentAssets
ICICI Prudential Savings Fund Direct Plan -Growth
FinancialMutual Fund10.8%
HDFC Corporate Bond Fund Direct Plan-Growth
FinancialMutual Fund9.1%
IDFC Banking Debt Fund - Direct Plan
FinancialMutual Fund9.0%
Aditya Birla Sun Life Gold Exchange Traded Fund
FinancialMutual Fund8.4%
SBI Flexicap Fund Direct-Growth
FinancialMutual Fund8.2%
HDFC Low Duration Fund Direct Plan-Growth
FinancialMutual Fund8.1%
Aditya Birla Sun Life Short Term Direct Fund -Growth
FinancialMutual Fund8.0%
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
FinancialMutual Fund7.8%
Kotak Flexicap Fund Direct-Growth
FinancialMutual Fund6.8%
Tata Large & Mid Cap Fund Direct Plan-Growth
FinancialMutual Fund6.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.16%

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

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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