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 -3.28 2.64 26.04 15.55 13.16 12.04
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A

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 26.04 15.55 13.16 1.17 163.15
ICICI Prudential Thematic Advantage Fund (FOF) - Growth Dec 18, 2003 59.31 22.83 17.05 1.52 95.69
ICICI Prudential Passive Strategy Fund (FOF) - Growth Dec 18, 2003 38.85 15.95 13.44 0.36 90.15
Quantum Equity Fund of Funds - Regular Plan Growth Option Jul 20, 2009 35.93 16.88 14.79 0.75 78.44
HSBC Managed Solutions - Moderate - Growth Apr 30, 2014 25.79 14.59 12.27 1.87 71.97
HSBC Managed Solutions - Growth - Growth Apr 30, 2014 31.81 16.48 13.91 1.77 41.54

Fund Holdings as on 31-October-2021

  • Kotak Flexicap Fund - Growth - Direct

  • SBI FLEXICAP FUND - DIRECT PLAN - GROWTH

  • Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan

  • Tata Large & MId Cap Fund -Direct Plan Growth

  • Aditya Birla Sun Life Gold ETF

  • Kotak Emerging Equity Scheme - Growth - Direct

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

  • Aditya Birla Sun Life Nifty ETF

  • ICICI Prudential Savings Fund - Direct Plan - Growth

  • HDFC Low Duration Fund - Direct Plan - Growth

  • Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

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

  • Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan

  • Clearing Corporation of India Limited

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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 ₹163.15 crore. Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 35+65 - Aggressive Index as secondary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan ended down ₹-0.67(-1.97%)yesterday to ₹33.2288.

Among its top 3 holdings the fund has exposure to Kotak Flexicap 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