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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 209 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.

49.8169

12.2%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 8.93 19.03 13.24 19.32 11.47
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 12.63 22.68 17.0 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.21 15.14 11.05 9.72 6.85
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.37 18.08 14.34 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 11.15 13.79 11.1 12.15 -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 10.94 13.86 11.85 - -
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 10.16 13.69 10.66 12.45 8.67
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 10.05 19.53 13.28 18.0 11.27
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 9.96 14.21 10.36 - -
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 9.76 16.54 12.01 15.93 10.04

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Feedback
Notification