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 TRI |
| TER: 1.13% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 36.35 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days. |
39.5019
0.14 (0.3423%)
10.68%
Benchmark: 11.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
