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

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  • Net Change on 09-04-2020

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Fund Overview Growth | Regular Plan

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Fund Objective

The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes 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 - Growth Option -134.55 -55.37 -10.98 0.44 3.68 8.13
CRISIL Hybrid 35+65 - Aggressive Index -7.96 -15.07 -9.65 3.14 4.86 7.31

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 - Growth Option May 09, 2011 -10.98 0.44 3.68 1.31 116.10
HSBC Managed Solutions - Moderate - Growth Apr 30, 2014 -14.35 -0.89 3.26 1.99 117.90
HSBC Managed Solutions - Growth - Growth Apr 30, 2014 -19.08 -2.64 2.10 1.90 71.51
Quantum Equity Fund of Funds - Regular Plan Growth Option Jul 20, 2009 -22.18 -3.11 1.48 0.75 44.94
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Growth Feb 11, 2010 -18.89 -3.68 0.39 1.29 14.60
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (G) Dec 01, 2003 -22.74 -4.40 0.35 1.28 11.21

Fund Holdings as on 29-February-2020

  • 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 Small Cap Fund - Growth

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

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

  • Aditya Birla Sun Life Banking & PSU Debt Fund- Direct Plan-Growth

  • Aditya Birla Sun Life Gold ETF

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

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

  • Aditya Birla Sun Life Low duration Fund - 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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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 ₹116.10 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 ₹0.42(2.11%)yesterday to ₹20.5138.

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

  • Cash

  • MFU

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