• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • 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

25.134

NAV (Dec 01)

7.8%
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

25.134

NAV (Dec 1)

Fund Returns

Last 1Y

5.3%

Last 3Y

9.9%

Last 5Y

7.8%

Last 10Y

8.1%

Since Inception

8.3%

6 Month CAGR

5.6%

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

1.19

Launched (11y ago)

May 09, 2011

AUM in Crores

14.480

ISIN

INF084M01044

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Debt Hyb 75+25 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

7.2

Standard Deviation (5yr)

6.2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.25201

Fund Managers

Vinod Bhat

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-01

Top Stock Holdings

icici pru savings dir gr

17.7%
17.7%

idfc banking & psu debt dir gr

12.2%
12.2%

aditya bsl short term dir gr

12%
12%

hdfc corporate bond dir gr

11.7%
11.7%

hdfc low duration dir gr

11%
11%
See all holdings

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

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

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 5 cr

₹ 14 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Savings Fund (G)
    Aditya Birla Sun Life Savings Fund (G)

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

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

    Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) is a Fofs Domestic Other fund and has delivered an annualised return of 8.3% over a period of 11 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.

    Nav of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) as of 12/1/2022 is ₹25.13 with the total AUM as of 12/3/2022 is ₹14.48. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) was launched on May 09, 2011. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Aditya Birla Sun Life Financial Planning FOF Cnsv 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 Cnsv Plan (G)?

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

    How to invest in Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G)?

    You can invest in Aditya Birla Sun Life Financial Planning FOF Cnsv 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 Cnsv Plan (G)?

    The minimum sip amount for Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Financial Planning FOF Cnsv 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 Cnsv Plan (G)?

    The expense ratio of the Aditya Birla Sun Life Financial Planning FOF Cnsv Plan (G) is 1.19% for regular plan.