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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 Index
TER: 1.2% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 214.93 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.
NAV as on 03-02-2025

49.3149

-0.21 (-0.4256%)

CAGR Since Inception

12.3%

Benchmark: 12.37%

PERFORMANCE

Returns Type:
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End : 
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AK Hybrid Aggressive TRI
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Gold
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PPF
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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
5 Years 11 Months
12 Years 4 Months
13 Years 1 Months
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 Plan - Growth Option 09-05-2011 10.13 19.0 13.12 15.94 11.55
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 15.0 22.5 16.85 - -
HSBC Managed Solutions - Growth - Growth 30-04-2014 14.31 24.38 16.95 21.83 18.22
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 13.73 18.43 12.62 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 13.55 20.05 17.18 19.8 14.04
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.67 13.47 10.61 8.2 6.44
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 12.48 13.14 11.02 10.73 -
HDFC Asset Allocator Fund of Funds - Growth Option 05-05-2021 12.42 17.45 14.3 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.17 14.52 10.4 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.96 13.22 11.37 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

There are no scheme documents available

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