- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Financial Planning FOF Conservative Plan Direct Growth
Aditya Birla Sun Life Financial Planning FOF Conservative Plan Direct Plan Growth
₹ 35.57
NAV (May 02)
12.005%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
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 | 0.55 % |
Launched | - |
AUM in Crores | 15.1 |
ISIN | INF084M01EQ8 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Short Term Debt Hybrid 75+25 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4.9 |
Beta | 0.5 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Debt Holdings
Aditya Birla Sun Life Short Term Direct Fund Direct-Growth
16.01%ICICI Prudential Savings Fund Direct Plan -Growth
13.48%Aditya Birla Sun Life Government Securities Fund Direct Plan-Growth
13.14%Kotak Multicap Fund Direct - Growth
8.74%HDFC Large and Mid Cap Fund Direct- Growth
8.05%See all holdings
Allocation by Sector
Financial
5.14%Automobile
2.15%Energy
1.86%Technology
1.8%Services
1.43%See all sectors
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,772 cr | ||
₹ 4,484 cr | ||
₹ 14,724 cr | ||
₹ 42,292 cr | ||
₹ 9,086 cr |
Frequently Asked Questions
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