Aditya Birla Sun Life Financial Planning FOF Prudent 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 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 - Prudent Plan - Regular Plan - Growth Option 11.50 15.62 11.99 7.12 6.96 9.00
CRISIL Hybrid 50+50 - Moderate Index N/A N/A N/A N/A N/A N/A

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 - Prudent Plan - Regular Plan - Growth Option May 09, 2011 11.99 7.12 6.96 1.27 13.87
ICICI Prudential Asset Allocator Fund (FOF) - Growth Dec 18, 2003 10.74 9.92 8.79 1.45 6,941.34
Franklin India Dynamic Asset Allocation Fund of Funds-Growth Oct 31, 2003 5.60 6.54 6.79 1.21 1,061.97
IDFC All Seasons Bond Fund-Regular Plan-Growth Sep 13, 2004 11.13 7.80 8.09 0.49 146.81
HSBC Managed Solutions - Convervative - Growth Apr 30, 2014 7.77 5.91 6.35 1.74 129.75
Kotak Asset Allocator Fund Growth Aug 09, 2004 13.16 8.41 8.73 0.75 49.42

Fund Holdings as on 31-January-2020

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

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

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

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

  • Aditya Birla Sun Life Medium Term Plan - 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

  • 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 Prudent Plan

Scheme Analysis

Aditya Birla Sun Life Financial Planning FOF Prudent 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 ₹13.87 crore. Aditya Birla Sun Life Financial Planning FOF Prudent Plan is benchmarked against CRISIL Hybrid 50+50 - Moderate Index as primary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Prudent Plan ended up ₹0.14(0.65%)yesterday to ₹21.3333.

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

The Aditya Birla Sun Life Financial Planning FOF Prudent 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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