Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Dividend - Regular Plan

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  • Net Change on 24-01-2020

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Fund Overview Dividend | Regular Plan

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  • Exit Load (%)

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Fund 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. Each of the 3 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Dividend Option 39.98 24.84 10.97 9.15 7.82 10.36
CRISIL Hybrid 35+65 - Aggressive Index 1.30 4.89 12.82 11.35 8.75 9.54

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Dividend Option May 09, 2011 10.97 9.15 7.82 1.41 119.33
HSBC Managed Solutions - Moderate - Dividend Apr 30, 2014 10.87 8.30 7.70 1.97 123.91
HSBC Managed Solutions - Growth - Dividend Apr 30, 2014 12.35 9.15 7.80 1.87 79.79
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Dividend Feb 11, 2010 9.18 6.48 5.12 1.52 15.24
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (D) Dec 01, 2003 4.84 4.89 3.73 1.39 11.88
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 30S PLAN (D) Dec 01, 2003 4.15 4.57 4.05 1.27 5.73

Fund Holdings as on 31-December-2019

  • Aditya Birla Sun Life Equity Fund - Growth - Direct Plan

  • Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan

  • Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan

  • Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth

  • Aditya Birla Sun Life Small Cap Fund - Growth

  • Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth

  • ADITYA BIRLA SUN LIFE CORPORATE BOND FUND - GROWTH - DIRECT PLAN

  • Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan

  • Clearing Corporation of India Limited

  • Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth Seg_1

  • Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan Seg_1

  • Net Receivables / (Payables)

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  • Miscellaneous

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About Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

Scheme Analysis

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is a FoFs (Domestic) - Equity Oriented fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 09-May-2011 and currently has an AUM of ₹119.33 crore. Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan ended up ₹0.11(0.49%)yesterday to ₹22.0459.

Among its top 3 holdings the fund has exposure to Aditya Birla Sun Life Equity Fund - Growth - Direct Plan, and

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is managed by Vinod Narayan Bhat .

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111

Fund Manager

Most Recent Dividend

  • 26/09/2014

  • 26/06/2014

  • 21/03/2014

  • 27/12/2013

  • 26/09/2013

  • Cash

  • MFU

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