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

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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 3.77 13.42 10.25 3.51 7.04 9.90
CRISIL Hybrid 35+65 - Aggressive Index 2.95 15.63 9.38 6.13 8.26 8.91

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 10.25 3.51 7.04 1.07 115.16
HSBC Managed Solutions - Moderate - Growth Apr 30, 2014 5.00 2.09 6.29 1.93 85.69
ICICI Prudential Passive Strategy Fund (FOF) - Growth Dec 18, 2003 -2.43 -0.06 4.98 0.36 81.26
Quantum Equity Fund of Funds - Regular Plan Growth Option Jul 20, 2009 2.90 0.99 5.34 0.75 43.70
HSBC Managed Solutions - Growth - Growth Apr 30, 2014 3.39 1.02 5.71 1.84 42.76
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Regular Plan-Growth Feb 11, 2010 3.98 0.90 4.42 1.22 11.20

Fund Holdings as on 30-June-2020

  • Kotak Standard Multicap Fund - Growth - Direct

  • Axis Focused 25 Fund - Direct Plan - Growth Option

  • Tata Large & Mid Cap Fund -Direct Plan - Growth Option

  • Aditya Birla Sun Life Gold ETF

  • Aditya Birla Sun Life Nifty ETF - Growth

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

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

  • Kotak Emerging Equity Scheme - Growth - Direct

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

  • HDFC Corporate Bond Fund -Direct Plan - Growth Option

  • Clearing Corporation of India Limited

  • Axis Banking & PSU Debt Fund - Direct Plan - Growth Option

  • IDFC CBF_Direct Plan_Growth

  • IDFC Banking & PSU Debt Fund-Direct Plan- Growth Option

  • HDFC Ultra Short Term Fund-Direct Plan-Growth Option

  • IDFC ULTRA SHORT TERM FUND - DIRECT PLAN - GROWTH

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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 ₹115.16 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 ₹0.02(0.09%)yesterday to ₹23.9604.

Among its top 3 holdings the fund has exposure to Kotak Standard Multicap Fund - Growth - Direct, 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