Submit

Aditya Birla Sun Life Financial Planning Fund - Conservative 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 Short Term Debt Hybrid 75+25 Index
TER: 1.03% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 17.14 Cr As on 31-12-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.
NAV as on 17-01-2025

29.3015

-0.01 (-0.0188%)

CAGR Since Inception

8.78%

Benchmark: 9.9%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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
9 Years 8 Months
There is no value for 4x
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

Current Asset Allocation (%)

Indicators

Standard Deviation 3.8
Sharpe Ratio 1.17
Alpha 2.16
Beta 0.29
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 - Conservative Plan -Regular - IDCW 09-05-2011 10.69 13.19 9.78 10.82 8.6
HSBC Managed Solutions - Growth - Growth 30-04-2014 18.47 25.32 16.21 21.55 19.97
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 17.28 19.93 16.23 19.82 14.09
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 16.16 22.16 16.27 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 15.97 18.04 11.6 - -
HSBC Managed Solutions - Moderate - Growth 30-04-2014 15.02 20.29 12.56 16.72 13.04
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 14.1 18.75 12.05 15.16 11.51
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 13.51 19.15 12.36 15.66 11.87
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.9 12.93 9.71 7.8 6.4
HDFC Asset Allocator Fund of Funds - Growth Option 07-05-2021 12.75 16.75 13.67 - -

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

Feedback
Notification