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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: 1.07% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 222.29 Cr As on 31-07-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.
NAV as on 14-08-2024

46.472

-0.05 (-0.1033%)

CAGR Since Inception

12.85%

Benchmark: 8.74%

PERFORMANCE

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

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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
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 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 - IDCW 09-05-2011 31.66 21.84 16.02 18.45 13.47
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 36.15 23.11 18.21 - -
HSBC Managed Solutions - Growth - Growth 30-04-2014 35.75 26.8 20.69 24.45 21.15
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 31.66 21.84 16.02 18.45 13.51
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 30.39 23.96 18.34 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 29.1 19.43 13.79 17.06 12.97
HSBC Managed Solutions - Moderate - Growth 30-04-2014 28.5 21.08 15.93 18.9 14.06
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 28.4 23.69 18.78 21.21 15.09
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 27.22 18.52 13.06 14.88 10.8
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 25.37 17.49 13.47 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

July 2024

Monthly Portfolio Disclosure - July 2024

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