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Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth

NAV
returns change indicator
37.4816
as on 17 Jan 2022, 09:00 PM
0.0757(0.20%)
Last Change
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Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
1,000
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
1,60,476
star
1,64,937
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
64,937
Profit (absolute return)
64.94%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
1.44%
In the last 6 months
10.11%
In the last 1 year
24.02%
In the last 3 years
64.94%
In the last 5 years
99.71%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth
as of 31 Dec 2021, 05:30 AM
162.69 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 365 days.
0.32%
Expense Ratio
Plan
Growth
3.78%
Cash Holding
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Scheme Document
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Exit Load
Exit load of 1% if redeemed within 365 days.
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Dec 2021
Sort By
Financial
18.28%
29.73 Cr
Technology
9.45%
15.37 Cr
Construction
5.68%
9.24 Cr
Energy
5.41%
8.80 Cr
Healthcare
4.65%
7.57 Cr
FMCG
4.36%
7.09 Cr
Cash Holding
3.78%
6.15 Cr
Engineering
3.67%
5.97 Cr
Chemicals
3.62%
5.88 Cr
Automobile
3.40%
5.53 Cr
View All
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Companies Holding in this Mutual Fund

as on 31 Dec 2021
Sort By
SBI Flexicap Fund Direct-Growth
12.53%
20.38 Cr
Kotak Flexicap Fund Direct-Growth
11.95%
19.44 Cr
Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
10.64%
17.31 Cr
Tata Large & Mid Cap Fund Direct Plan-Growth
10.01%
16.29 Cr
Aditya Birla Sun Life Gold Exchange Traded Fund
7.53%
12.25 Cr
Kotak Emerging Equity Fund Direct-Growth
7.15%
11.63 Cr
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan
6.82%
11.10 Cr
Aditya Birla Sun Life Nifty ETF Fund
6.23%
10.14 Cr
Nippon India Small Cap Fund Direct- Growth
5.61%
9.13 Cr
HDFC Low Duration Fund Direct Plan-Growth
5.32%
8.65 Cr
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Instruments Holding in this Mutual Fund

as on 31 Dec 2021
Gold
6.29%
10.23 Cr
Debenture
5.27%
8.58 Cr
NCD
3.25%
5.29 Cr
CBLO
2.12%
3.45 Cr
GOI Sec
1.31%
2.13 Cr
SDL
0.92%
1.49 Cr
CGL
0.73%
1.19 Cr
Fixed Deposits
0.68%
1.10 Cr
Bonds
0.59%
96.32 Lakh
Additional Tier 2 Bo
0.57%
92.15 Lakh
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View All

About Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth is a Hybrid mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Vinod Bhat. It has an AUM of ₹162.69 Crores and the latest NAV decalared is ₹37.482 as on 19 Jan 2022 at 12:28 am.
Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth scheme return performance in last 1 year is 24.02%, in last 3 years is 64.94% and 224.62% since scheme launch. The min. SIP amount to invest in this scheme is ₹1000.

Scheme Details

AUM:162.69 Cr
Category:Hybrid: Multi Asset Allocation
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme 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.

AMC Information

Address
Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road,400013
Phone Number
Phone Number
Phone : 022-43568000 / 1800-270-7000 / 1800-22-7000
Fax : 022-43568110