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

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Fund Overview Growth | Direct Plan

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Fund Objective

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, 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 -7.18 -12.18 -2.32 5.79 8.29 10.64
CRISIL Hybrid 35+65 - Aggressive Index 2.07 -1.51 4.36 8.83 9.11 9.08

Returns upto 1 year is Annualised, 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 Unrated -2.32 5.79 8.29 0.66 113.79
ICICI Prudential Asset Allocator Fund - Direct Plan - Growth Jan 10, 2013 Unrated 6.70 9.28 10.03 0.06 3,041.23
Franklin India Dynamic PE Ratio Fund Of Funds - Direct - Growth Jan 01, 2013 Unrated 4.14 7.97 8.94 0.20 982.87
IDFC All Seasons Bond Fund-Direct Plan-Growth Jan 01, 2013 Unrated 11.70 7.89 8.65 0.09 148.24
HSBC Managed Solutions - Convervative - Growth Direct Apr 30, 2014 Unrated 6.37 5.55 7.22 0.98 142.15
Kotak Asset Allocator Fund Direct Growth - Direct Jan 01, 2013 Unrated 8.04 8.38 8.73 0.36 39.20

Fund Holdings as on 31-August-2019

  • 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 Credit Risk Fund - Direct Plan - Growth

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

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

  • Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan

  • Aditya Birla Sun Life Money Manager Fund - Growth - Direct Plan

  • Clearing Corporation of India Limited

  • 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) - Debt Oriented fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹113.79 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 ₹0.72(3.19%)yesterday to ₹23.40.

Among its top 3 holdings the fund has exposure to Aditya Birla Sun Life Equity Fund - Growth - Direct Plan, Aditya Birla Sun Life Focused Equity Fund - Growth - Direct Plan and Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan

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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