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    • Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (Growth)

    Formerly ING Financial Plan Conservative Gr

    Aditya Birla Sun Life Mutual Fund

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

    OtherFofs Domestic

    23.9342

    NAV (Sep 16)

    8.6%
    5 Year CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    10 Years.

    Relative Size

    15 Cr.

    Category View

    .

    Consistency Of Performance

    .

    Invest in this fund
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    • graph-icon-gray
      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    23.9342

    NAV (Sep 16)

    Fund Returns

    18.3%
    Last 1Y
    9.9%
    Last 3Y
    8.6%
    Last 5Y
    8.8%
    Last 10Y
    8.8%
    Since Inception
    info-icon-blue

    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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    1.12 %
    Launched (10y ago)
    May 09, 2011
    AUM in Crores
    ₹ 15
    ISIN
    INF084M01044
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Short Term Debt Hyb 75+25 TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Vinod Bhat

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Other Funds

    Principal Retirement Sav Conservative fund (G)

    Principal Retirement Sav Conservative fund (G)

    Fofs Domestic

    6 Years

    Age

    0

    Track Record

    ICICI Prudential Debt Management Fund FOF (G)

    ICICI Prudential Debt Management Fund FOF (G)

    Fofs Domestic

    18 Years

    Age

    0

    Track Record

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)

    Fofs Domestic

    10 Years

    Age

    0

    Track Record

    BHARAT Bond FOF April 2023 fund (G)

    BHARAT Bond FOF April 2023 fund (G)

    Fofs Domestic

    2 Years

    Age

    0

    Track Record

    Franklin India Life Stage Fund of Funds The 30s Plan (G)

    Franklin India Life Stage Fund of Funds The 30s Plan (G)

    Fofs Domestic

    18 Years

    Age

    0

    Track Record

    amc-icon

    About the AMC

    Aditya Birla Sun Life AMC Ltd

    Aditya Birla Sun Life AMC Ltd manages assets worth 316,702 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

    amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    ₹ 5,308 Cr

    Fund Size

    14.10%

    5 Year CAGR

    5 Y CAGR

    Aditya Birla Sun Life Liquid (G)

    Aditya Birla Sun Life Liquid (G)

    Liquid

    Recommended

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Aditya Birla Sun Life Liquid Fund Institutional (G)

    Liquid

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Aditya Birla Sun Life Liquid Fund Retail (G)

    Liquid

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.20%

    3 Year CAGR

    3 Y CAGR

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Aditya Birla Sun Life Liquid Discipline Advantage Plan (G)

    Liquid

    Top Ranked

    ₹ 32,671 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)

    About Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) is a Fofs Domestic Other fund and has delivered an annualised return of 8.8% over a period of 10 years. The fund was previously known as ING Financial Plan Conservative Gr . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vinod Bhat

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) NAV,AUM,Risk

    The Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) fund was launched on May 09, 2011. The NAV (Net Asset Value) of this Fofs Domestic Other fund as of 2021-09-16 is ₹23.93. The total AUM (Asset Under Management) of the fund as of 17/09/2021 is ₹14.016. The category risk of the Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) fund is Moderately High risk. The fund charges 1.12 % as expense ratio.

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 51.8% in this asset class. The top three holdings of the fund are , icici pru savings dir gr , hdfc corporate bond dir gr , idfc banking & psu debt dir gr , aditya bsl short term dir gr , aditya bsl gold etf , hdfc low duration dir gr , aditya bsl nifty etf , aditya bsl flexi cap dir gr , aditya bsl frontline equity dir gr , kotak emerging equity dir gr , tata large & mid cap dir gr , kotak flexicap dir gr , sbi flexicap dir gr , clearing corporation of india limited , nippon india small cap dir gr , net receivables / (payables)

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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