• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Financial Planning FOF Moderate Plan (Growth)

Formerly Aditya BSL Finl Pl FOF Pru Gr

Aditya Birla Sun Life Mutual Fund

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

OtherFofs Domestic

36.166

NAV (Mar 01)

13.4%
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

36.166

NAV (Mar 1)

Fund Returns

Last 1Y
25.2%
Last 3Y
13%
Last 5Y
13.4%
Last 10Y
11.7%
Since Inception
10.6%
6 Month CAGR
11.8%

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
1.59
Launched (13y ago)
May 09, 2011
AUM in Crores
33.360
ISIN
INF084M01077
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
6.1
Standard Deviation (5yr)
9.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.217
Sharpe Ratio (5yr)
0.853
YTM
7.91239
Fund Managers

Vinod Bhat

Fund Manager

Dhaval Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (Growth)70%10,20,880 2,88,26813.4%
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 2024-03-01

Top Stock Holdings

icici pru savings dir gr

11.3%
11.3%

aditya bsl short term dir gr

10.4%
10.4%

kotak multicap dir gr

10%
10%

hdfc large and mid cap dir gr

9.5%
9.5%

hdfc low duration dir gr

9.2%
9.2%
See all holdings

Comparison with Other Funds

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

₹ 1 cr

₹ 139 cr

₹ 18 cr

₹ 6 cr

₹ 13 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 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
022-43568000
care.mutualfunds@adityabirlacapital.com
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)

-

4.5%

5.6%

7.4%

5.6%

6.8%

5.6%

7.3%

5.6%

7.1%

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

Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is a Fofs Domestic Other fund and has delivered an annualised return of 10.6% over a period of 12 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 managers are Dhaval Joshi, Vinod Bhat.

Nav of Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) as of 3/1/2024 is ₹36.17 with the total AUM as of 3/3/2024 is ₹33.36. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) was launched on May 09, 2011. The category risk of the fund is High Risk.

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

Aditya Birla Sun Life Financial Planning FOF Moderate 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 Moderate Plan (G)?

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

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

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

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

The expense ratio of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is 1.59% for regular plan.