Submit

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 09-05-2011
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 1.07% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 202.24 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.
NAV as on 09-05-2024

45.8634

-0.62 (-1.3566%)

CAGR Since Inception

12.42%

Benchmark: 8.71%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 11 Months
12 Years 4 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.

Current Asset Allocation (%)

Indicators

Standard Deviation 8.68
Sharpe Ratio 1.14
Alpha 3.26
Beta 0.7
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 27.86 19.41 15.65 15.73 13.8
HSBC Managed Solutions - Growth - Growth 30-04-2014 33.88 26.04 21.57 22.06 21.23
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 31.35 23.34 19.06 - -
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 31.11 22.0 17.64 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 28.4 23.92 20.13 20.05 16.1
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 26.91 17.35 13.73 15.07 13.6
HSBC Managed Solutions - Moderate - Growth 30-04-2014 26.68 20.3 16.4 16.8 14.03
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 25.42 17.69 18.1 12.09 11.34
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 24.72 17.1 13.43 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 24.41 17.12 13.09 12.19 10.75

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Scheme Documents

April 2024

Monthly Portfolio Disclosure - March 2024

Feedback
Notification