Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW
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: 1.15% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 216.8 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days. |
45.9278
0.2 (0.4315%)
12.49%
Benchmark: 12.55%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
6 Years 4 Months
12 Years 8 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 | 8.55 |
| Sharpe Ratio | 1.11 |
| Alpha | 4.03 |
| Beta | 0.7 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.01%
