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 3.78 20.68 3.58 10.68 11.08 10.65
CRISIL Hybrid 35+65 - Aggressive Index -0.53 5.88 8.92 12.88 11.15 9.41

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date 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 May 09, 2011 3.58 10.68 11.08 1.41 120.03
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Direct Plan - Growth Option Dec 28, 2006 7.77 7.15 8.02 0.97 11.28
Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme - Direct Plan - Growth Option Aug 17, 2006 2.30 9.90 11.26 1.29 7.03
Aditya Birla Sun Life Financial Planning Fund - Conservative Plan - Direct Plan - Growth Option May 09, 2011 4.39 6.80 7.48 1.17 4.43
Franklin India Life Stage Fund of Funds - The 30s Plan - Direct - Growth Dec 01, 2003 4.33 8.98 9.79 1.30 7.18
Franklin India Life Stage Fund of Funds - The 50s Plus - Direct - Growth Dec 01, 2003 6.36 8.21 8.66 1.43 6.08

Fund Holdings as on 30-April-2019

  • Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth

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

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

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

  • Aditya Birla Sun Life Small Cap Fund - Growth

  • Mirae Asset India Equity Fund - Direct Plan - Growth

  • Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan

  • Franklin India Short Term Income Plan - Direct - Growth

  • Clearing Corporation of India Limited

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

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

  • 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 ₹120.03 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 ₹0.06(0.24%)yesterday to ₹23.51.

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

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is managed by Kunal Sangoi .

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
connect@birlasunlife.com
022-43568110/ 8111

Fund Manager

  • Cash

  • MFU

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