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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: 1.19% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 216.15 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.
NAV as on 27-12-2024

50.9994

0.02 (0.0451%)

CAGR Since Inception

12.68%

Benchmark: 12.55%

PERFORMANCE

Returns Type:
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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 17.76 20.74 15.26 16.86 12.54
HSBC Managed Solutions - Growth - Growth 30-04-2014 24.17 27.33 19.69 23.07 20.75
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 19.83 21.42 18.3 20.7 14.43
HSBC Managed Solutions - Moderate - Growth 30-04-2014 19.44 21.83 15.48 18.09 13.65
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 17.57 23.13 17.64 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 17.55 19.98 13.65 16.02 12.09
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 17.3 19.11 13.08 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 15.66 19.0 12.02 13.47 9.81
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 14.98 17.26 12.92 14.04 10.61
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 14.64 20.02 14.91 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.99%

Scheme Documents

November 2024

Monthly Portfolio Disclosure - November 2024

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