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

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  • Net Change on 16-07-2019

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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 - Conservative Plan - Direct Plan - Growth Option 5.72 3.19 4.50 6.06 7.20 7.79
CRISIL Short Term Debt Hybrid 75+25 Fund Index 0.64 1.79 8.93 8.80 9.14 8.97

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 - Direct Plan - Growth Option May 09, 2011 Unrated 4.50 6.06 7.20 1.17 4.40
ICICI Prudential Asset Allocator Fund - Direct Plan - Growth Dec 18, 2003 Unrated 10.74 11.13 10.53 1.52 1,720.07
Franklin India Dynamic PE Ratio Fund Of Funds - Direct - Growth Oct 31, 2003 Unrated 7.86 8.12 9.29 1.26 980.37
HSBC Managed Solutions - Convervative - Growth Direct Apr 30, 2014 Unrated 6.56 6.12 7.37 1.65 157.58
IDFC All Seasons Bond Fund-Direct Plan-Growth Sep 13, 2004 Unrated 10.05 7.47 8.16 0.48 144.20
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Direct Plan - Growth Option May 09, 2011 Unrated 3.29 8.18 9.84 1.41 119.23

Fund Holdings as on 30-June-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 Money Manager Fund - Growth - Direct Plan

  • Franklin India Short Term Income Plan - Direct - Growth

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

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

  • Aditya Birla Sun Life Frontline 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

  • Clearing Corporation of India Limited

  • 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 01-Jan-2013 and currently has an AUM of ₹4.40 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 ₹0.05(0.26%)yesterday to ₹19.12.

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 Money Manager 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
022-43568110/ 8111

Fund Manager

  • Cash

  • MFU

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