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Aditya Birla Sun life Financial Planning Fund - Conservative 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 Short Term Debt Hybrid 75+25 TRI
TER: 0.83% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 18.26 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.
NAV as on 10-05-2024

30.1632

0.09 (0.314%)

CAGR Since Inception

8.85%

Benchmark: 9.81%

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

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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
9 Years 3 Months
There is no value for 4x
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

Current Asset Allocation (%)

Indicators

Standard Deviation 3.86
Sharpe Ratio 1.26
Alpha 2.08
Beta 0.3
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 - Conservative Plan - Regular Plan - Growth Option 09-05-2011 16.43 12.89 10.27 10.71 9.14
HSBC Managed Solutions - Growth - Growth 30-04-2014 34.47 26.91 21.72 22.23 21.32
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 29.32 24.73 20.23 20.21 16.18
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 28.3 20.19 15.67 15.84 13.86
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 27.48 18.02 13.75 15.21 13.67
HSBC Managed Solutions - Moderate - Growth 30-04-2014 27.14 20.95 16.52 16.94 14.1
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 25.63 18.04 18.06 12.16 11.37
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 25.49 18.03 13.48 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

April 2024

Monthly Portfolio Disclosure - March 2024

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