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

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  • (-0.25%)Nav, as on 22-01-2020

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Fund Overview Dividend | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Direct Plan - Dividend Option 24.97 21.34 10.33 10.05 8.49 11.33
CRISIL Hybrid 35+65 - Aggressive Index 0.09 3.90 11.26 11.38 8.65 9.43

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 - Direct Plan - Dividend Option Jan 01, 2013 10.33 10.05 8.49 0.66 119.33
HSBC Managed Solutions - Growth - Dividend Direct Apr 30, 2014 10.85 9.38 7.93 1.51 79.79
Quantum Equity Fund of Funds - Direct Plan Dividend Option Jul 20, 2009 10.88 11.04 8.32 0.51 45.78
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Direct Plan-Dividend Jan 01, 2013 7.76 6.76 5.64 0.64 15.24
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN - Direct - Dividend Jan 01, 2013 3.35 5.16 3.91 0.86 11.88
Franklin India Life Stage Fund of Funds - The 30s Plan - Direct - Dividend Jan 01, 2013 3.30 5.06 4.54 0.80 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 01-Jan-2013 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 down ₹-0.06(-0.25%)yesterday to ₹22.8876.

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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