MyWealthGrowth.com logo
HomeMutual Funds

Aditya Birla Sun Life Financial Planning Fof Conservative Plan

Aditya Birla Sun Life Financial Planning Fof Conservative Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

8.64

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,827 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 23.680

    as on 06 Jul 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 14 Cr.

  • 0.9%

  • 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 Conservative 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 ₹ 23.680 as on 06 Jul 2022.

This fund has 11 years of track record. Since 31 Oct 2021 expense ratio of this fund is 0.9%. 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 portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.

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

  • About Vinod Bhat

    Picture of Vinod Bhat

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately 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 1.33% 0.28% 1.49% 14.87% 32.80% 19.64% 13.98% 14.39% 2.11% 23.43% 23.02% 17.09% 14.09%
Category Average -3.79% -8.38% -8.12% -4.42% 12.22% 7.46% 6.95% 7.71% -10.81% 2.20% 6.20% 6.42% 7.47%
Aditya Birla Sun Life Financial Planning Fof Conservative Plan -0.40%₹ 9,960 -2.98%₹ 9,701 -1.76%₹ 9,823 2.29%₹ 10,229 -1.22%₹ 11,921 10.14%₹ 12,130 5.12%₹ 25,287 8.64%₹ 12,827 7.88%₹ 40,542 7.22%₹ 14,173 7.68%₹ 72,812 - -
Franklin India Dynamic Asset Allocation Fund Of Funds -1.14%₹ 9,885 -4.80%₹ 9,520 -3.40%₹ 9,659 8.42%₹ 10,841 -0.38%₹ 11,975 24.09%₹ 15,398 16.00%₹ 28,101 7.92%₹ 12,575 13.80%₹ 44,198 7.52%₹ 14,371 9.60%₹ 76,403 9.61%₹ 25,038 9.12%₹ 1,92,317
ICICI Prudential Thematic Advantage Fund (FoF) -1.76%₹ 9,823 -7.42%₹ 9,257 -7.70%₹ 9,230 3.82%₹ 10,381 -6.44%₹ 11,580 32.80%₹ 17,635 17.21%₹ 28,420 19.64%₹ 17,139 23.02%₹ 50,318 12.43%₹ 17,969 17.09%₹ 91,909 12.98%₹ 33,903 14.09%₹ 2,50,551
Kotak Equity Fof -2.52%₹ 9,747 -6.32%₹ 9,367 -5.74%₹ 9,426 3.27%₹ 10,327 -5.34%₹ 11,653 19.74%₹ 14,350 9.42%₹ 26,384 16.19%₹ 15,692 14.87%₹ 44,877 11.83%₹ 17,498 14.01%₹ 85,207 14.22%₹ 37,819 13.41%₹ 2,41,610
DSP World Mining Fund -24.36%₹ 7,564 -30.33%₹ 6,967 -13.78%₹ 8,622 -12.86%₹ 8,713 -26.46%₹ 10,216 17.50%₹ 13,817 -3.63%₹ 23,101 15.55%₹ 15,433 9.46%₹ 41,499 13.98%₹ 19,240 11.36%₹ 79,815 2.48%₹ 12,783 8.49%₹ 1,85,996
DSP Us Flexible Equity Fund -8.09%₹ 9,191 -11.01%₹ 8,899 -13.03%₹ 8,696 -8.38%₹ 9,162 -16.08%₹ 10,938 12.93%₹ 12,765 0.54%₹ 24,135 14.47%₹ 15,006 8.78%₹ 41,085 13.39%₹ 18,751 11.41%₹ 79,907 - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Financial Planning Fof Conservative Plan as on 07 Jul 2022 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%