- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q)
Formerly Aditya BSL Finl Pl FOF Pru DR
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q)
₹ 29.2098
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 29.2098
NAV (Sep 29)
Fund Returns
Last 1Y | 16.1% |
Last 3Y | 14.8% |
Last 5Y | 11.3% |
Last 10Y | 11% |
Since Inception | 9.8% |
6 Month CAGR | 13.3% |
Scheme Information
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.
Expense Ratio | 1.59 |
Launched (12y ago) | May 09, 2011 |
AUM in Crores | 30.841 |
ISIN | INF084M01093 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 - Moderate TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.7 |
Standard Deviation (5yr) | 9.2 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.386 |
Sharpe Ratio (5yr) | 0.661 |
YTM | 7.69681 |
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 Rnvstmnt (RIDCW-Q) | 9,67,033 | 2,34,421 | 11.3% | |
| 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 Stock Holdings
Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 157 cr | ||
₹ 17 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 3.9% | ||
5.2% | 7.4% | ||
5.1% | 6.8% | ||
5.2% | 7.3% | ||
5.1% | 7.1% |
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) Review
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) is a Fofs Domestic Other fund and has delivered an annualised return of 9.8% over a period of 12 years. The fund was previously known as Aditya BSL Finl Pl FOF Pru DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Dhaval Joshi, Vinod Bhat.
Nav of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) as of 9/29/2023 is ₹29.21 with the total AUM as of 10/4/2023 is ₹30.841. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) was launched on May 09, 2011. The category risk of the fund is High Risk.
The minimum SIP amount for Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q)?
How to invest in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q)?
You can invest in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q)?
The minimum sip amount for Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q)?
The expense ratio of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan Rnvstmnt (RIDCW-Q) is 1.59% for regular plan.