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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.
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.
Aditya Birla Sun Life AMC Ltd manages assets worth 261,237 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)
About Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is a fofs domestic other fund and has delivered an annualised return of 9.8% over a period of 10 years .The fund was previously known as Aditya BSL Finl Pl FOF Pru 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 Moderate 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 Moderate Plan (G) NAV,AUM,Risk
The Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) fund was launched on May 09, 2011. The NAV (Net Asset Value) of this fofs domestic other as of 2021-05-06 is ₹ 25.3746. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 24.898. The category risk of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) fund is Low to Moderate Risk.
The fund charges 1.28 % as expense ratio.
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) Holdings
The fund’s highest allocation is towards equity and has invested 49.2% in this asset class. The top three holdings of the fund are icici pru savings dir gr,aditya bsl short term dir gr and idfc banking & psu debt dir gr
Aditya Birla Sun Life Financial Planning FOF Moderate 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.
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 50+50 - Moderate TR INR
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) Review
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
