• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly ING Financial Plan Aggressive Div

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

OtherFofs Domestic

31.0272

NAV (Nov 25)

13.6%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years.

Relative Size

164 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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Historical NAV

31.0272

NAV (Nov 25)

Fund Returns

Last 1Y

29.3%

Last 3Y

16.5%

Last 5Y

13.6%

Last 10Y

13.6%

Since Inception

12.1%

6 Month CAGR

11.7%

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Scheme Information

Investment 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. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

1.16

Launched (10y ago)

May 09, 2011

AUM in Crores

163.151

ISIN

INF084M01119

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Vinod Bhat

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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Comparison with Other Funds

Fund NameScripbox OpinionFund SizeTrack Record
Principal Retirement Sav Conservative fund (G)

Principal Retirement Sav Conservative fund (G)

₹ 1 cr

0

₹ 184 cr

0

₹ 13 cr

0

₹ 6 cr

0

₹ 15 cr

0

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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 316,588 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    19.4%

    14.9%

    4.9%

    7.1%

    4.9%

    6.8%

    4.9%

    7.2%

    4.8%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q)

    About Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q)

    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) is a Fofs Domestic Other fund and has delivered an annualised return of 12.1% over a period of 10 years. The fund was previously known as ING Financial Plan Aggressive Div . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vinod Bhat

    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) Investment 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. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) NAV,AUM,Risk

    The Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) fund was launched on May 09, 2011. The NAV (Net Asset Value) of this Fofs Domestic Other fund as of 2021-11-25 is ₹31.03. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹163.151. The category risk of the Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 1.16 % as expense ratio.

    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) Holdings

    The fund’s highest allocation is towards Equity and has invested 68.5% in this asset class. The top three holdings of the fund are , kotak flexicap dir gr , sbi flexicap dir gr , aditya bsl flexi cap dir gr , tata large & mid cap dir gr , aditya bsl gold etf , kotak emerging equity dir gr , aditya bsl frontline equity dir gr , aditya bsl nifty etf , icici pru savings dir gr , hdfc low duration dir gr , nippon india small cap dir gr , hdfc corporate bond dir gr , idfc banking & psu debt dir gr , aditya bsl short term dir gr , clearing corporation of india limited , net receivables / (payables)

    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Inc Dist cum Cap Wdrl (D-Q) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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