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Aditya Birla Sun Life Financial Planning Fof Aggressive Plan

Aditya Birla Sun Life Financial Planning Fof Aggressive Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

18.46

as on 21 Sep 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,624 today.

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NAV Performance

Aditya Birla Sun Life Financial Planning Fof Aggressive Plan performance graph for last 3 years
Performance of Aditya Birla Sun Life Financial Planning Fof Aggressive Plan for last 3 Years

Fund Information

  • ₹ 39.709

    as on 21 Sep 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 163 Cr.

  • 1.07%

  • 09 May 2011

  • Others - Fund of Funds

  • Nifty 50

  • Aditya Birla Sun Life Mutual Fund

    Show All Funds

Highlights of this fund

Aditya Birla Sun Life Financial Planning Fof Aggressive Plan is an Open-ended Others Fund. The fund belongs to Fund of Funds category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 May 2011. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Others funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 39.709 as on 21 Sep 2023.

This fund has 12 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.07%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 500.

Fund Objective

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ABSLAMC process, as per the risk-return profile of investors. Each of the 3 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific riskreturn profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.

List of Fund Managers of Aditya Birla Sun Life Financial Planning Fof Aggressive Plan

  • About Vinod Bhat

    Picture of Vinod BhatVinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay. Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.67% 12.89% 26.80% 37.70% 29.82% 44.41% 17.25% 16.43% 46.66% 36.97% 37.16% 27.00% 16.28%
Category Average -9.72% -8.60% -2.62% 1.12% 4.75% 12.47% 8.24% 8.58% 12.48% 8.26% 8.34% 9.60% 9.02%
Aditya Birla Sun Life Financial Planning Fof Aggressive Plan 2.65%₹ 10,265 6.44%₹ 10,643 16.27%₹ 11,626 15.05%₹ 11,504 21.95%₹ 13,385 8.79%₹ 11,835 14.67%₹ 27,766 18.46%₹ 16,624 14.37%₹ 44,576 12.37%₹ 17,924 15.11%₹ 87,582 - -
Franklin India Dynamic Asset Allocation Fund Of Funds 4.08%₹ 10,408 8.81%₹ 10,880 16.15%₹ 11,614 15.93%₹ 11,593 23.64%₹ 13,488 12.20%₹ 12,588 16.21%₹ 28,172 23.53%₹ 18,852 18.07%₹ 46,989 10.46%₹ 16,452 14.94%₹ 87,228 11.17%₹ 28,860 11.08%₹ 2,13,356
ICICI Prudential Bharat 22 - Fof 5.67%₹ 10,566 12.89%₹ 11,289 26.80%₹ 12,679 37.70%₹ 13,770 46.66%₹ 14,851 29.82%₹ 16,854 36.97%₹ 33,856 44.41%₹ 30,114 37.16%₹ 60,808 15.26%₹ 20,355 27.00%₹ 1,16,843 - -
ICICI Prudential Thematic Advantage Fund (FoF) 2.66%₹ 10,265 7.68%₹ 10,767 20.17%₹ 12,016 20.05%₹ 12,005 26.34%₹ 13,653 11.98%₹ 12,539 17.87%₹ 28,611 29.66%₹ 21,798 20.61%₹ 48,690 16.65%₹ 21,607 22.34%₹ 1,04,467 15.42%₹ 41,997 16.28%₹ 2,81,915
ICICI Prudential India Equity Fof 3.47%₹ 10,347 9.75%₹ 10,975 22.11%₹ 12,210 19.77%₹ 11,977 29.85%₹ 13,865 13.65%₹ 12,917 19.38%₹ 29,016 29.37%₹ 21,653 21.69%₹ 49,431 - - - -
ICICI Prudential Passive Strategy Fund (FoF) 2.38%₹ 10,237 7.80%₹ 10,780 19.05%₹ 11,905 18.95%₹ 11,894 24.38%₹ 13,530 9.35%₹ 11,956 16.95%₹ 28,366 24.42%₹ 19,259 17.58%₹ 46,666 12.64%₹ 18,141 17.44%₹ 92,739 13.48%₹ 35,472 13.31%₹ 2,40,295

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Financial Planning Fof Aggressive Plan as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%