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

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  • Net Change on 27-01-2020

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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 40.75 25.87 11.87 9.99 8.63 11.78
CRISIL Hybrid 35+65 - Aggressive Index 0.46 4.00 12.74 10.66 8.50 9.47

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 11.87 9.99 8.63 0.66 119.33
HSBC Managed Solutions - Moderate - Growth Direct Apr 30, 2014 11.45 8.67 8.02 1.26 123.91
HSBC Managed Solutions - Growth - Growth Direct Apr 30, 2014 12.71 9.47 8.10 1.51 79.79
Quantum Equity Fund of Funds - Direct Plan Growth Option Jul 20, 2009 13.23 11.18 8.57 0.51 45.78
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Direct Plan-Growth Jan 01, 2013 10.19 8.00 6.68 0.64 15.24
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN - Direct - Growth Jan 01, 2013 7.85 7.84 6.64 0.86 11.88

Fund Holdings as on 31-December-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 Credit Risk Fund - Direct Plan - Growth

  • Aditya Birla Sun Life Small Cap Fund - 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

  • Clearing Corporation of India Limited

  • Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth Seg_1

  • Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan Seg_1

  • 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) - 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 ₹119.33 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 ₹-0.05(-0.2%)yesterday to ₹25.1979.

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

Fund Manager

  • Cash

  • MFU

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