- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Growth
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth
₹ 40.85
NAV (Mar 12)
View Less
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,40,986
Wealth Gained10,73,598
Total Corpus Created (₹)
With CAGR of 15.324 % in 5 yearsHistorical NAV
₹ 40.8524
NAV (Mar 12)
Fund Returns
Last 1Y | 7.1% |
Last 3Y | 12% |
Last 5Y | 15.3% |
Last 10Y | 10.2% |
Since Inception | 10.8% |
6 Month CAGR | -6.8% |
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 | 0.6 % |
Launched | - |
AUM in Crores | 33.9 |
ISIN | INF084M01ET2 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 7.5 |
Beta | 0.6 |
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 Moderate Plan Direct (G) | 10,73,598 | 3,40,986 | 15.3% | |
| 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
Nippon India Growth Fund Direct- Growth
11.56%Aditya Birla Sun Life Short Term Direct Fund Direct-Growth
11.4%Kotak Multicap Fund Direct - Growth
10.66%HDFC Large and Mid Cap Fund Direct- Growth
10.4%ICICI Prudential Savings Fund Direct Plan -Growth
10.08%
Allocation by Sector
Financial
10.95%Automobile
5.1%Technology
4.49%Services
4.43%Healthcare
4.12%
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 Moderate Plan Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,40,986
Wealth Gained10,73,598
Total Corpus Created (₹)
With CAGR of 15.324 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth?
What is the current AUM of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Growth?
What is the latest NAV of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Growth?
What is the Riskometer rating for Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth?
Which are the top sector holdings in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan?
Which are the top stock holdings in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan?
What is the asset allocation of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth?
What has been the performance of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Growth returns?
Does Aditya Birla Sun Life Financial Planning FOF Moderate 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 Moderate Plan Direct Plan Growth?
How to invest in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Growth?
How can I redeem my investment in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan?