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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

9.00

as on 27 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,952 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

  • ₹ 25.003

    as on 27 Jan 2023
  • 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 ₹ 25.003 as on 27 Jan 2023.

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 10.74% 31.35% 39.77% 20.84% 31.78% 27.48% 15.63% 14.65% 39.53% 24.06% 30.24% 22.91% 14.91%
Category Average -8.89% -5.41% -4.08% -7.59% 8.07% 9.20% 7.15% 8.17% 9.00% 5.63% 9.92% 8.99% 8.95%
Aditya Birla Sun Life Financial Planning Fof Conservative Plan 0.01%₹ 10,001 1.42%₹ 10,141 4.52%₹ 10,452 4.53%₹ 10,453 6.03%₹ 12,389 7.41%₹ 11,536 5.63%₹ 25,422 9.00%₹ 12,952 8.17%₹ 40,728 7.29%₹ 14,226 8.31%₹ 73,995 - -
Franklin India Dynamic Asset Allocation Fund Of Funds -1.81%₹ 9,819 -1.10%₹ 9,889 4.96%₹ 10,496 5.18%₹ 10,518 6.34%₹ 12,409 18.42%₹ 14,022 10.66%₹ 26,717 10.10%₹ 13,350 16.20%₹ 45,767 7.65%₹ 14,465 11.13%₹ 79,395 9.38%₹ 24,532 9.58%₹ 1,97,100
DSP World Mining Fund 10.26%₹ 11,025 27.03%₹ 12,702 39.77%₹ 13,977 20.84%₹ 12,083 39.53%₹ 14,444 22.39%₹ 14,978 23.30%₹ 30,074 27.48%₹ 20,728 27.27%₹ 53,368 15.63%₹ 20,691 22.91%₹ 1,05,952 5.81%₹ 17,598 14.77%₹ 2,60,011
ICICI Prudential Thematic Advantage Fund (FoF) -0.95%₹ 9,904 1.53%₹ 10,152 5.66%₹ 10,565 4.67%₹ 10,466 8.63%₹ 12,555 23.29%₹ 15,208 10.82%₹ 26,762 22.72%₹ 18,493 23.01%₹ 50,353 14.28%₹ 19,496 19.09%₹ 96,595 13.25%₹ 34,714 14.91%₹ 2,61,934
Kotak Equity Fof -0.82%₹ 9,917 3.69%₹ 10,368 10.92%₹ 11,091 11.86%₹ 11,185 16.55%₹ 13,052 16.67%₹ 13,611 13.81%₹ 27,540 18.79%₹ 16,771 18.54%₹ 47,307 14.54%₹ 19,738 17.27%₹ 92,381 14.24%₹ 37,930 14.71%₹ 2,59,106
ICICI Prudential Bharat 22 - Fof -1.35%₹ 9,864 1.41%₹ 10,141 12.07%₹ 11,207 19.04%₹ 11,903 20.96%₹ 13,325 31.78%₹ 17,380 24.06%₹ 30,283 18.43%₹ 16,617 30.24%₹ 55,544 - - - -

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Financial Planning Fof Conservative Plan as on 01 Feb 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%