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

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  • 0.61 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 3.18 7.73 10.78 18.67 21.32 13.83
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 - Direct Plan - Growth Option Jan 01, 2013 10.78 18.67 21.32 0.39 215.37
ICICI Prudential Thematic Advantage Fund (FOF) - Direct Plan - Growth Apr 04, 2013 21.19 24.27 31.34 0.30 2,982.03
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option Jun 29, 2018 1.27 30.98 36.75 0.12 2,270.52
Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option Mar 08, 2019 -0.92 20.22 23.96 0.12 550.13
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - Growth Jan 01, 2013 13.11 20.90 26.50 0.15 190.89
ICICI Prudential India Equity FOF - Direct Plan - Growth Feb 25, 2020 13.11 24.99 32.25 0.61 168.32

Fund Holdings as on 30-April-2025

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

  • Nippon India Growth Fund - DR - GR

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

  • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

  • HDFC LARGE & MID CAP FD-GR OPT-DIR PLAN

  • Aditya Birla Sun Life Gold ETF

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

  • ABSL GOVERNMENT SEC FUND-DG

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

  • Clearing Corporation of India Limited

  • ABSL NIFTY NEXT 50 INDEX-DG

  • Net Receivables / (Payables)

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Fund Manager

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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 ₹215.37 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 ₹0.35(0.61%)yesterday to ₹57.5561.

Among its top 3 holdings the fund has exposure to ICICI Prudential Bluechip Fund - Direct Plan - Growth, and

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is managed by Vinod Narayan Bhat and Dhaval Joshi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111