- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (Growth)
Formerly ING Financial Plan Aggressive Gr
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (Growth)
₹ 40.6693
NAV (Nov 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 40.6693
NAV (Nov 24)
Fund Returns
Last 1Y | 15.6% |
Last 3Y | 15.2% |
Last 5Y | 13.7% |
Last 10Y | 13.9% |
Since Inception | 11.8% |
6 Month CAGR | 12.9% |
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 | 1.69 |
Launched (12y ago) | May 09, 2011 |
AUM in Crores | 173.716 |
ISIN | INF084M01101 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 9.8 |
Standard Deviation (5yr) | 12.4 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0.98 |
Sharpe Ratio (3yr) | 1.163 |
Sharpe Ratio (5yr) | 0.643 |
YTM | 7.79128 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (Growth) | 10,28,881 | 2,96,269 | 13.7% | |
| 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 Stock Holdings
kotak multicap dir gr
10.2%hdfc large and mid cap dir gr
10%aditya bsl gold etf
9.9%icici pru bluechip dir gr
9.1%aditya bsl arbitrage dir gr
9%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 153 cr | ||
₹ 16 cr | ||
₹ 6 cr | ||
₹ 13 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4% | ||
5.2% | 7.4% | ||
5.2% | 6.8% | ||
5.2% | 7.3% | ||
5.2% | 7.1% |
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) Review
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) is a Fofs Domestic Other fund and has delivered an annualised return of 11.8% over a period of 12 years. The fund was previously known as ING Financial Plan Aggressive Gr. 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 Agrsv Plan (G) as of 11/24/2023 is ₹40.67 with the total AUM as of 11/29/2023 is ₹173.716. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) 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 Agrsv Plan (G) 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 Agrsv Plan (G)?
How to invest in Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G)?
You can invest in Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) 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 Agrsv Plan (G)?
The minimum sip amount for Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) 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 Agrsv Plan (G)?
The expense ratio of the Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) is 1.69% for regular plan.