Aditya Birla Sun Life Financial Planning FOF Conservative Plan - Growth - Regular Plan

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  • Net Change on 27-01-2020

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Fund Overview Growth | Regular 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 - Conservative Plan - Regular Plan - Growth Option 21.20 14.59 7.85 6.50 6.29 7.85
CRISIL Short Term Debt Hybrid 75+25 Fund Index 0.77 2.68 10.76 8.81 8.33 8.99

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 - Conservative Plan - Regular Plan - Growth Option May 09, 2011 7.85 6.50 6.29 1.17 4.27
ICICI Prudential Asset Allocator Fund (FOF) - Growth Dec 18, 2003 10.86 10.66 9.15 1.36 6,002.08
Franklin India Dynamic Asset Allocation Fund of Funds-Growth Oct 31, 2003 5.32 7.56 6.75 1.26 1,064.70
IDFC All Seasons Bond Fund-Regular Plan-Growth Sep 13, 2004 10.53 7.48 7.91 0.49 151.06
HSBC Managed Solutions - Convervative - Growth Apr 30, 2014 6.43 5.29 6.18 1.73 136.88
Kotak Asset Allocator Fund Growth Aug 09, 2004 12.97 9.16 8.72 0.75 45.26

Fund Holdings as on 31-December-2019

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

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

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

  • 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 Pharma and Healthcare Fund-Direct-Growth

  • Clearing Corporation of India Limited

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

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

  • Net Receivables / (Payables)

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About Aditya Birla Sun Life Financial Planning FOF Conservative Plan

Scheme Analysis

Aditya Birla Sun Life Financial Planning FOF Conservative Plan is a FoFs (Domestic) - Debt Oriented fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 09-May-2011 and currently has an AUM of ₹4.27 crore. Aditya Birla Sun Life Financial Planning FOF Conservative Plan is benchmarked against CRISIL Short Term Debt Hybrid 75+25 Fund Index as primary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Conservative Plan ended down ₹-0.01(-0.07%)yesterday to ₹19.3039.

Among its top 3 holdings the fund has exposure to ADITYA BIRLA SUN LIFE CORPORATE BOND FUND - GROWTH - DIRECT PLAN, and

The Aditya Birla Sun Life Financial Planning FOF Conservative 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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