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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

10.00

as on 20 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,317 today.

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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

  • ₹ 23.812

    as on 20 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 13 Cr.

    as on 20 Sep 2021
  • 1.12%

    since 31 May 2021
  • 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 ₹ 23.812 as on 20 Sep 2021.

This fund has 10 years of track record. Since 31 May 2021 expense ratio of this fund is 1.12%. 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 9.70% 11.32% 24.50% 68.64% 35.44% 23.51% 23.83% 14.80% 66.31% 52.47% 35.90% 27.15% 16.46%
Category Average 1.59% 3.23% 10.31% 28.88% 15.43% 10.84% 9.82% 8.29% 24.56% 21.96% 16.65% 12.03% 9.38%
Aditya Birla Sun Life Financial Planning Fof Conservative Plan 1.55%₹ 10,155 3.71%₹ 10,371 8.18%₹ 10,818 17.83%₹ 11,782 16.61%₹ 13,053 13.25%₹ 12,829 16.16%₹ 28,161 10.00%₹ 13,317 13.48%₹ 44,021 8.44%₹ 15,000 10.38%₹ 77,926 - -
Franklin India Dynamic Asset Allocation Fund Of Funds 3.26%₹ 10,325 9.62%₹ 10,962 21.84%₹ 12,183 47.27%₹ 14,726 48.10%₹ 14,935 11.29%₹ 12,389 28.12%₹ 31,393 9.05%₹ 12,975 17.59%₹ 46,682 8.96%₹ 15,364 11.75%₹ 80,618 10.07%₹ 26,117 10.37%₹ 2,05,551
Edelweiss Greater China Equity OfF-Shore Fund -0.50%₹ 9,949 -11.20%₹ 8,880 -8.01%₹ 9,199 12.38%₹ 11,238 -10.24%₹ 11,325 29.72%₹ 16,839 18.10%₹ 28,676 23.51%₹ 18,851 24.57%₹ 51,447 - - - -
Franklin India Feeder - Franklin U.s. Opportunities Fund 1.83%₹ 10,183 7.69%₹ 10,769 20.38%₹ 12,038 33.45%₹ 13,344 32.81%₹ 14,037 33.75%₹ 17,904 35.93%₹ 33,573 23.33%₹ 18,769 32.38%₹ 57,153 23.83%₹ 29,148 27.15%₹ 1,17,290 - -
Kotak Equity Fof 3.95%₹ 10,394 8.27%₹ 10,827 17.13%₹ 11,712 35.43%₹ 13,543 37.31%₹ 14,305 25.83%₹ 15,843 33.73%₹ 32,952 19.82%₹ 17,217 26.74%₹ 52,993 14.81%₹ 19,956 19.24%₹ 96,925 14.80%₹ 39,799 16.07%₹ 2,78,726
ICICI Prudential Thematic Advantage Fund (FoF) 5.64%₹ 10,563 9.69%₹ 10,969 23.30%₹ 12,329 66.82%₹ 16,681 66.31%₹ 15,971 35.44%₹ 18,359 52.47%₹ 38,366 19.44%₹ 17,056 35.90%₹ 59,850 16.69%₹ 21,644 22.69%₹ 1,05,393 13.61%₹ 35,855 16.46%₹ 2,84,678

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Financial Planning Fof Conservative Plan as on 21 Sep 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%