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multi asset allocation mutual funds.
However, Scripbox does not recommend investing in multi asset allocation mutual funds.
Multi Asset Allocation funds have exposure to at least 3 different asset classes. This category has few funds and relatively small amounts invested in them. Also each fund is unique in its investment strategy. It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.
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
Moderately Low
Moderate
Moderately High
High
Moderately High risk
1.0%
Expense Ratio
9th May, 2011
Launched (9y ago)
₹
19
AUM in Crores
INF084M01077
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 50+50 - Moderate TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Vinod Bhat
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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 ₹ 242,567 crores. It's current offering of mutual fund schemes includes 76 equity, 327 debt and 27 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
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
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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The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7
years
You'll never have to worry about what funds to choose. We'll suggest
what's best for you.
Continuous monitoring alerts
We will track our recommendations and suggest changes fund exists
whenever required.
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Annual reviews rebalances
We review your investments and make course corrections every year to
make the best out of your investments
About Aditya Birla Sun Life Financial Planning FOF Moderate (Growth)
About Aditya Birla Sun Life Financial Planning FOF Moderate (Growth)
Aditya Birla Sun Life Financial Planning FOF Moderate (Growth) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 8.74% over a period of 9 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 (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2011-05-09. The NAV of the fund as of 2020-10-20 is ₹ 22.07. The total AUM of the fund as of 2020-10-20 is ₹ 19 Cr. The category risk of the fund is Moderately High risk
The fund charges 1.0 % as expense ratio.
Aditya Birla Sun Life Financial Planning FOF Moderate (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 49.88% in this asset class.
The top three holdings of the fund are kotak standard multicap dir gr, hdfc corporate bond dir gr and idfc banking & psu debt dir gr.
Aditya Birla Sun Life Financial Planning FOF Moderate (Growth) 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 (Growth) 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.
