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

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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 17.37 10.55 5.86 5.93 6.59 7.64
CRISIL Short Term Debt Hybrid 75+25 Fund Index 1.01 3.83 10.69 9.18 8.61 8.98

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 Unrated 5.86 5.93 6.59 1.17 4.42
ICICI Prudential Asset Allocator Fund - Growth Dec 18, 2003 Unrated 9.65 11.06 9.56 1.47 4,372.47
Franklin India Dynamic Asset Allocation Fund of Funds-Growth Oct 31, 2003 Unrated 7.03 8.40 7.65 1.56 1,020.88
IDFC All Seasons Bond Fund-Regular Plan-Growth Sep 13, 2004 Unrated 11.41 7.43 8.07 0.48 144.94
HSBC Managed Solutions - Convervative - Growth Apr 30, 2014 Unrated 7.19 5.50 6.76 1.71 140.80
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option May 09, 2011 Unrated 6.30 8.79 8.02 1.41 118.72

Fund Holdings as on 31-October-2019

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

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

  • 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 Small Cap Fund - Growth

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

  • Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth

  • Clearing Corporation of India Limited

  • Aditya Birla Sun Life Money Manager Fund - Growth - Direct Plan

  • 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 ₹4.42 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 up ₹0.03(0.15%)yesterday to ₹18.76.

Among its top 3 holdings the fund has exposure to Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth, ADITYA BIRLA SUN LIFE CORPORATE BOND FUND - GROWTH - DIRECT PLAN and Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan

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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