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

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option 6.58 5.43 17.43 16.93 14.80 13.35
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 - Direct Plan - Growth Option Jan 01, 2013 17.43 16.93 14.80 0.26 173.72
ICICI Prudential Thematic Advantage Fund (FOF) - Direct Plan - Growth Apr 04, 2013 19.12 27.31 19.42 0.45 1,269.79
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option Jun 29, 2018 45.98 39.74 18.92 0.08 321.02
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - Growth Jan 01, 2013 19.41 20.70 14.97 0.13 118.35
Quantum Equity Fund of Funds - Direct Plan Growth Option Jul 20, 2009 16.47 17.69 14.22 0.51 98.26
HSBC Managed Solutions - Moderate - Growth Direct Apr 30, 2014 16.48 14.92 13.11 0.94 56.32

Fund Holdings as on 31-October-2023

  • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

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

  • Aditya Birla Sun Life Gold ETF

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

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

  • Kotak Emerging Equity Scheme - Growth - Direct

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

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

  • ICICI Prudential Savings Fund - Direct Plan - Growth

  • MIRAE ASSET MIDCAP FUND- DIR GR OPTION

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

  • 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 01-Jan-2013 and currently has an AUM of ₹173.72 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 ₹0.56(1.24%)yesterday to ₹45.7201.

Among its top 3 holdings the fund has exposure to KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH, 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