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 2.46 4.56 6.67 15.44 10.26 11.63
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 6.67 15.44 10.26 1.07 164.61
ICICI Prudential Thematic Advantage Fund (FOF) - Growth Dec 18, 2003 9.18 25.64 15.19 1.66 820.64
ICICI Prudential Passive Strategy Fund (FOF) - Growth Dec 18, 2003 7.37 16.06 11.87 0.35 91.88
Quantum Equity Fund of Funds - Regular Plan Growth Option Jul 20, 2009 3.27 15.05 10.10 0.75 90.83
HSBC Managed Solutions - Moderate - Growth Apr 30, 2014 3.01 13.00 8.79 1.88 64.56
HSBC Managed Solutions - Growth - Growth Apr 30, 2014 3.44 14.92 9.66 1.75 38.04

Fund Holdings as on 31-October-2022

  • SBI FLEXICAP FUND - DIRECT PLAN - GROWTH

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

  • Kotak Flexicap Fund - Growth - Direct

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

  • Kotak Emerging Equity Scheme - Growth - Direct

  • Aditya Birla Sun Life Gold ETF

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

  • 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

  • Clearing Corporation of India Limited

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

  • IDFC Banking & PSU Debt Fund - Direct Growth

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

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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 ₹164.61 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 up ₹0.02(0.04%)yesterday to ₹35.7467.

Among its top 3 holdings the fund has exposure to SBI FLEXICAP FUND - DIRECT PLAN - GROWTH, 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