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 4.35 17.95 20.41 8.84 13.29 12.75
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 20.41 8.84 13.29 0.04 143.77
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - Growth Jan 01, 2013 13.40 8.52 11.84 0.02 78.74
HSBC Managed Solutions - Moderate - Growth Direct Apr 30, 2014 17.15 6.98 12.08 1.34 78.10
Quantum Equity Fund of Funds - Direct Plan Growth Option Jul 20, 2009 15.37 6.15 13.24 0.50 57.84
HSBC Managed Solutions - Growth - Growth Direct Apr 30, 2014 17.92 6.63 13.08 1.48 40.05
IDFC Asset Allocation Fund Of Fund-Aggressive Plan-Direct Plan-Growth Jan 01, 2013 13.71 5.67 9.99 0.39 12.34

Fund Holdings as on 31-December-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 Focused Equity Fund - Growth - Direct Plan

  • Kotak Emerging Equity Scheme - Growth - Direct

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

  • ADITYA BIRLA SUN LIFE NIFTY ETF - GROWTH

  • Aditya Birla Sun Life Gold ETF

  • 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

  • ICICI Prudential Savings Fund - Direct Plan

  • Clearing Corporation of India Limited

  • 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 ₹143.77 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 ₹-0.28(-0.93%)yesterday to ₹30.1866.

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