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

Other Plans and Options
  • 0.97 %Nav, as on 20-05-2019

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  • Net Change on 20-05-2019

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 - Direct Plan - Growth Option 2.48 14.45 4.36 6.90 7.54 7.85
CRISIL Short Term Debt Hybrid 75+25 Fund Index 0.38 4.04 8.84 9.70 9.39 8.95

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 - Conservative Plan - Direct Plan - Growth Option May 09, 2011 4.36 6.90 7.54 1.17 4.43
Aditya Birla Sun Life Active Debt Multi Manager FoF Scheme - Direct Plan - Growth Option Dec 28, 2006 7.84 7.18 8.09 0.97 11.28
Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme - Direct Plan - Growth Option Aug 17, 2006 2.43 10.05 11.49 1.29 7.03
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN - Direct - Growth Dec 01, 2003 2.68 9.75 10.71 1.46 13.22
Franklin India Life Stage Fund of Funds - The 30s Plan - Direct - Growth Dec 01, 2003 4.52 9.18 10.03 1.30 7.18
Franklin India Life Stage Fund of Funds - The 50s Plus - Direct - Growth Dec 01, 2003 6.44 8.29 8.80 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 Medium Term Plan - Growth - Direct Plan

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

  • Franklin India Short Term Income Plan - Direct - Growth

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

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

  • Clearing Corporation of India Limited

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

  • Net Receivables / (Payables)

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  • Miscellaneous

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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 01-Jan-2013 and currently has an AUM of ₹4.43 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 ₹0.18(0.97%)yesterday to ₹18.96.

Among its top 3 holdings the fund has exposure to Aditya Birla Sun Life Credit Risk Fund - Direct Plan - Growth, Aditya Birla Sun Life Medium Term Plan - Growth - Direct Plan and Aditya Birla Sun Life India Gennext Fund - Growth - Direct Plan

The Aditya Birla Sun Life Financial Planning FOF Conservative 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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