Aditya Birla Sun Life Financial Planning FOF Aggressive 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 - Aggressive Plan - Regular Plan - Growth Option 2.22 7.23 18.71 19.05 12.61 11.77
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 18.71 19.05 12.61 1.06 176.30
ICICI Prudential Thematic Advantage Fund (FOF) - Growth Dec 18, 2003 22.67 30.39 16.71 1.51 1,244.21
ICICI Prudential BHARAT 22 FOF - Cumulative Option Jun 29, 2018 45.17 45.57 15.86 0.09 222.16
ICICI Prudential Passive Strategy Fund (FOF) - Growth Dec 18, 2003 22.29 24.75 13.07 0.37 115.95
Quantum Equity Fund of Funds - Regular Plan Growth Option Jul 20, 2009 18.00 21.30 12.75 0.75 99.86
HSBC Managed Solutions - Moderate - Growth Apr 30, 2014 16.23 17.13 11.28 1.80 58.15

Fund Holdings as on 31-August-2023

  • Nippon India Small Cap Fund - Direct Plan - Growth Plan

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

  • Kotak Emerging Equity Scheme - Growth - Direct

  • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

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

  • MIRAE ASSET MIDCAP FUND- DIR GR OPTION

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

  • Aditya Birla Sun Life Gold ETF

  • ICICI Prudential Savings Fund - Direct Plan - Growth

  • HDFC Low Duration Fund - Direct Plan - Growth

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

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

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

  • Clearing Corporation of India Limited

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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 ₹176.30 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 ₹0.13(0.33%)yesterday to ₹39.8448.

Among its top 3 holdings the fund has exposure to Nippon India Small Cap Fund - Direct Plan - Growth Plan, and

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

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