Aditya Birla Sun life Financial Planning Fund - Conservative 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 Short Term Debt Hybrid 75+25 Index
TER: 1.0% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 14.55 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.

32.6718

8.9%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 3 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 Plan - Growth Option 09-05-2011 10.24 14.21 10.63 12.93 8.73
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.82 23.83 17.45 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.82 15.33 10.94 10.41 6.84
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 12.48 21.12 13.54 19.57 11.62
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.45 16.15 12.47 - -
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.67 19.16 14.81 - -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 11.56 25.47 18.01 27.77 18.55
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 11.53 14.41 10.99 12.87 -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 10.57 20.93 14.13 20.15 11.84
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 10.57 17.75 12.37 16.56 10.22

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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