- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth
Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan Growth
₹ 51.84
NAV (Mar 12)
View Less
Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,40,906
Wealth Gained11,73,518
Total Corpus Created (₹)
With CAGR of 18.664 % in 5 yearsHistorical NAV
₹ 51.8394
NAV (Mar 12)
Fund Returns
Last 1Y | 6.2% |
Last 3Y | 13.9% |
Last 5Y | 18.7% |
Last 10Y | 11.8% |
Since Inception | 13.1% |
6 Month CAGR | -10.8% |
Scheme Information
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.
Expense Ratio | 0.42 % |
Launched | - |
AUM in Crores | 196.3 |
ISIN | INF084M01EW6 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 10.4 |
Beta | 0.8 |
Sharpe Ratio | 0.7 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct (G) | 11,73,518 | 4,40,906 | 18.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Kotak Multicap Fund Direct - Growth
12.27%Aditya Birla Sun Life Flexi Cap Fund Direct-Growth
12.05%Nippon India Growth Fund Direct- Growth
11.92%ICICI Prudential Bluechip Fund Direct-Growth
11.58%HDFC Large and Mid Cap Fund Direct- Growth
11.48%
Allocation by Sector
Financial
16.97%Automobile
7.5%Technology
6.84%Healthcare
6.45%Services
6.44%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 15,117 cr | ||
₹ 12,517 cr | ||
₹ 55,112 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7% | 7.4% | ||
7% | 7.7% | ||
6.1% | 5.6% | ||
7.2% | 8% | ||
18.4% | 13.3% |
Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,40,906
Wealth Gained11,73,518
Total Corpus Created (₹)
With CAGR of 18.664 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan Growth?
What is the current AUM of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth?
What is the latest NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth?
What is the Riskometer rating for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan Growth?
Which are the top sector holdings in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan?
Which are the top stock holdings in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan?
What is the asset allocation of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan Growth?
What has been the performance of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth returns?
Does Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan Growth?
How to invest in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Growth?
How can I redeem my investment in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Direct Plan?