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 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 -2.25 5.00 4.42 3.95 8.62 10.52
CRISIL Hybrid 35+65 - Aggressive Index -1.29 4.99 4.25 6.21 9.36 8.77

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 4.42 3.95 8.62 0.32 127.18
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - Growth Jan 01, 2013 -9.17 1.01 6.20 0.05 77.95
HSBC Managed Solutions - Moderate - Growth Direct Apr 30, 2014 1.70 2.84 7.53 1.33 71.55
Quantum Equity Fund of Funds - Direct Plan Growth Option Jul 20, 2009 -2.91 1.76 7.36 0.51 48.61
HSBC Managed Solutions - Growth - Growth Direct Apr 30, 2014 -0.99 1.73 7.42 1.49 36.16
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Direct Plan-Growth Jan 01, 2013 0.17 2.08 6.16 0.39 11.78

Fund Holdings as on 31-August-2020

  • Kotak Standard Multicap Fund - Growth - Direct

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

  • Axis Focused 25 Fund - Direct Plan - Growth Option

  • Aditya Birla Sun Life Gold ETF

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

  • ADITYA BIRLA SUN LIFE NIFTY ETF - GROWTH

  • Kotak Emerging Equity Scheme - Growth - Direct

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

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

  • HDFC Corporate Bond Fund -Direct Plan - Growth Option

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

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

  • Clearing Corporation of India Limited

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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 ₹127.18 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 down ₹-0.04(-0.15%)yesterday to ₹24.9138.

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