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Aditya Birla Sun Life Financial Planning Fof Moderate Plan

Aditya Birla Sun Life Financial Planning Fof Moderate Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.24

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,142 today.

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NAV Performance

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

Fund Information

  • ₹ 27.957

    as on 17 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 27 Cr.

    as on 17 Sep 2021
  • 1.26%

    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 Moderate 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 ₹ 27.957 as on 17 Sep 2021.

This fund has 10 years of track record. Since 31 May 2021 expense ratio of this fund is 1.26%. 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 Moderate Plan

  • About Vinod Bhat

    Picture of Vinod Bhat

Riskometer : Risk associated with this fund

Investors understand that their principal will be at 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 8.78% 12.76% 26.51% 71.06% 38.23% 23.51% 24.05% 14.94% 68.39% 54.62% 37.03% 27.50% 16.75%
Category Average 1.54% 3.44% 10.40% 29.55% 16.32% 10.87% 9.92% 8.37% 25.13% 22.54% 16.95% 12.20% 9.48%
Aditya Birla Sun Life Financial Planning Fof Moderate Plan 2.58%₹ 10,258 5.60%₹ 10,559 11.30%₹ 11,129 27.92%₹ 12,792 26.05%₹ 13,630 19.23%₹ 14,223 23.91%₹ 30,239 12.24%₹ 14,142 18.66%₹ 47,392 10.48%₹ 16,467 13.43%₹ 84,036 - -
Franklin India Dynamic Asset Allocation Fund Of Funds 3.52%₹ 10,351 10.20%₹ 11,019 22.39%₹ 12,238 48.32%₹ 14,831 48.96%₹ 14,985 12.39%₹ 12,634 28.98%₹ 31,631 9.16%₹ 13,012 18.06%₹ 46,997 9.11%₹ 15,468 12.00%₹ 81,113 10.19%₹ 26,409 10.51%₹ 2,07,053
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 2.45%₹ 10,244 11.63%₹ 11,162 21.39%₹ 12,139 33.22%₹ 13,321 33.60%₹ 14,087 35.24%₹ 18,305 37.32%₹ 33,964 23.22%₹ 18,741 33.06%₹ 57,663 24.05%₹ 29,393 27.50%₹ 1,18,284 - -
Kotak Equity Fof 4.01%₹ 10,400 8.58%₹ 10,857 17.82%₹ 11,781 36.23%₹ 13,622 38.58%₹ 14,380 26.97%₹ 16,133 34.67%₹ 33,220 20.04%₹ 17,305 27.30%₹ 53,395 14.95%₹ 20,082 19.52%₹ 97,596 14.94%₹ 40,290 16.22%₹ 2,80,973
ICICI Prudential Thematic Advantage Fund (FoF) 4.98%₹ 10,497 9.62%₹ 10,962 22.18%₹ 12,217 71.06%₹ 17,106 68.39%₹ 16,084 38.23%₹ 19,124 54.62%₹ 39,010 19.65%₹ 17,138 37.03%₹ 60,739 17.00%₹ 21,942 23.29%₹ 1,06,924 13.83%₹ 36,575 16.75%₹ 2,89,156

Portfolio Holdings

Portfolio holdings pattern of Aditya Birla Sun Life Financial Planning Fof Moderate Plan as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.00%