• 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 Mutual Fund

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (Growth)

OtherFofs Domestic

47.8432

NAV (May 28)

15.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

47.8432

NAV (May 28)

Fund Returns

Last 1Y
31.8%
Last 3Y
16.1%
Last 5Y
15.7%
Last 10Y
13.6%
Since Inception
12.7%
6 Month CAGR
17.2%

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.

Expense Ratio
1.77
Launched (13y ago)
May 09, 2011
AUM in Crores
202.241
ISIN
INF084M01101
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
8.8
Standard Deviation (5yr)
12.5
Beta (3yr)
0.92
Beta (5yr)
0.99
Sharpe Ratio (3yr)
1.229
Sharpe Ratio (5yr)
0.829
YTM
7.81009
Fund Managers

Vinod Bhat

Fund Manager

Dhaval Joshi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (Growth)70%10,84,299 3,51,68715.7%
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.

Asset allocation and Holdings

Last updated on 2024-05-28

Top Stock Holdings

aditya bsl flexi cap dir gr

11.7%
11.7%

kotak multicap dir gr

11.7%
11.7%

icici pru bluechip dir gr

11.5%
11.5%

hdfc large and mid cap dir gr

11%
11%

nippon india growth dir gr

10.2%
10.2%
See all holdings

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 133 cr

₹ 18 cr

₹ 28 cr

₹ 6 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 369,909 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.8%

5.8%

7.4%

5.9%

6.8%

5.8%

7.3%

5.9%

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 12.7% over a period of 13 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 5/28/2024 is ₹47.84 with the total AUM as of 5/30/2024 is ₹202.241. 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 Very 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)?

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan (G) is a Fofs Domestic Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

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 1.77% for regular plan.