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

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  • 0.18 %Nav, as on 07-08-2025

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  • Net Change on 07-08-2025

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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 - Aggressive Plan - Regular Plan - Growth Option -2.39 3.37 5.00 16.12 17.15 12.39
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, 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 - Aggressive Plan - Regular Plan - Growth Option May 09, 2011 5.00 16.12 17.15 1.15 229.31
ICICI Prudential Thematic Advantage Fund (FOF) - Growth Dec 18, 2003 8.60 19.48 25.08 1.51 4,157.97
ICICI Prudential BHARAT 22 FOF - Cumulative Option Jun 29, 2018 -6.13 27.96 32.64 0.13 2,399.99
Nippon India Nifty Next 50 Junior BeES FoF - Growth Plan - Growth Option Mar 08, 2019 -5.46 16.93 19.85 0.29 598.94
ICICI Prudential Passive Strategy Fund (FOF) - Growth Dec 18, 2003 3.50 17.45 21.36 0.44 202.57
ICICI Prudential India Equity FOF - Growth Feb 25, 2020 3.97 20.55 26.41 1.24 190.91

Fund Holdings as on 30-June-2025

  • Nippon India Growth Fund - DR - GR

  • Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

  • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

  • HDFC LARGE & MID CAP FD-GR OPT-DIR PLAN

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

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

  • Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan

  • ABSL GOVERNMENT SEC FUND-DG

  • Clearing Corporation of India Limited

  • Net Receivables / (Payables)

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Fund Manager

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About Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

Scheme Analysis

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is a FoFs (Domestic) - Equity Oriented fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 09-May-2011 and currently has an AUM of ₹229.31 crore. Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 35+65 - Aggressive Index as secondary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan ended up ₹0.09(0.18%)yesterday to ₹52.943.

Among its top 3 holdings the fund has exposure to Nippon India Growth Fund - DR - GR, and

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is managed by Vinod Narayan Bhat and Dhaval Joshi.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111