- 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 Financial Planning FOF Moderate Plan (Growth)
₹ 39.821
NAV (Jul 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 39.821
NAV (Jul 24)
Fund Returns
Last 1Y | 26.2% |
Last 3Y | 14% |
Last 5Y | 15% |
Last 10Y | 11.3% |
Since Inception | 11% |
6 Month CAGR | 13% |
Scheme Information
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 | 1.79 |
Launched (13y ago) | May 09, 2011 |
AUM in Crores | 36.013 |
ISIN | INF084M01077 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 - Moderate TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.3 |
Standard Deviation (5yr) | 9.4 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.252 |
Sharpe Ratio (5yr) | 0.934 |
YTM | 7.82737 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Financial Planning FOF Moderate Plan (Growth) | 10,64,484 | 3,31,872 | 15% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
aditya bsl short term dir gr
11.3%nippon india growth dir gr
11.2%icici pru savings dir gr
10.8%kotak multicap dir gr
10.3%hdfc large and mid cap dir gr
10.2%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 129 cr | ||
₹ 18 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 5% | ||
6% | 7.4% | ||
6.1% | 6.8% | ||
6% | 7.3% | ||
6.1% | 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 11% over a period of 13 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 7/24/2024 is ₹39.82 with the total AUM as of 7/26/2024 is ₹36.013. 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)?
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 1.79% for regular plan.