Aditya Birla Sun Life Financial Planning FOF Moderate 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 - Moderate Plan - Direct Plan - Growth Option -0.73 9.10 5.68 14.75 15.00 11.34
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 50+50 - Moderate 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 - Moderate Plan - Direct Plan - Growth Option Jan 01, 2013 5.68 14.75 15.00 0.56 37.76
ICICI Prudential Asset Allocator Fund (FOF) - Direct Plan - Growth Jan 10, 2013 9.30 15.45 16.43 0.21 27,064.01
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Direct Growth - Direct Jan 01, 2013 8.02 19.45 20.57 0.33 1,857.79
DSP Income Plus Arbitrage Fund of Fund - Direct Plan - Growth Aug 21, 2014 7.20 9.92 7.92 0.43 1,459.83
ICICI Prudential Income plus Arbitrage Active FOF - Direct Plan - Growth Apr 05, 2013 6.99 12.33 11.70 0.03 1,387.47
HDFC Income Plus Arbitrage Active FOF - Direct Growth Jan 01, 2013 0.48 13.55 15.63 0.07 1,384.27

Fund Holdings as on 31-July-2025

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

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

  • Nippon India Growth Mid Cap Fund - DR - GR

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

  • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

  • ABSL GOVERNMENT SEC FUND-DG

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

  • KOTAK DYNAMIC BOND FUND - GROWTH DIRECT

  • Net Receivables / (Payables)

  • Clearing Corporation of India Limited

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About Aditya Birla Sun Life Financial Planning FOF Moderate Plan

Scheme Analysis

Aditya Birla Sun Life Financial Planning FOF Moderate Plan is a FoFs (Domestic) - Hybrid fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹37.76 crore. Aditya Birla Sun Life Financial Planning FOF Moderate Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 50+50 - Moderate Index as secondary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Moderate Plan ended up ₹0.09(0.2%)yesterday to ₹45.3448.

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

The Aditya Birla Sun Life Financial Planning FOF Moderate 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