Aditya Birla Sun Life Financial Planning Fund - Moderate 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 50+50 Moderate Index
TER: 1.14% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 36 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.

40.4939

10.54%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced 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
7 Years 3 Months
13 Years 2 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 5.98
Sharpe Ratio 1.15
Alpha 3.15
Beta 0.48
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 - Moderate Plan - Regular Plan - Growth Option 09-05-2011 11.1 17.42 12.41 15.81 10.27
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 13.72 16.18 11.54 9.73 7.06
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.24 23.26 17.21 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.41 14.6 12.21 - -
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 12.21 18.84 14.63 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 11.84 14.42 11.33 12.07 -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 11.55 20.57 13.82 17.92 11.59
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 11.24 23.7 17.77 26.53 18.38
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 11.05 14.28 10.93 12.49 8.83
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 10.75 14.68 10.59 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.99%

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