Aditya Birla Sun Life Financial Planning Fund -Moderate Plan - Regular - IDCW
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 09-05-2011
AUM:
₹ 36 Cr
Expense Ratio
1.14%
Benchmark
CRISIL Hybrid 50+50 Moderate Index
ISIN
INF084M01085
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Vinod Bhat, Dhaval Joshi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Aditya Birla Sun Life Financial Planning Fund -Moderate Plan - Regular - IDCW | 9.98 | 13.38 | 15.39 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
36.6706
Last change
-0.12 (-0.3379%)
Fund Size (AUM)
₹ 36 Cr
Performance
10.44% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.
Fund Manager
Vinod Bhat, Dhaval Joshi
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Nippon India Growth Fund - DR - GR | 11.44 |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan | 10.39 |
| ICICI Prudential Bluechip Fund - Direct Plan - Growth | 10.19 |
| KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH | 10.14 |
| HDFC Corporate Bond Fund - Growth Option - Direct Plan | 10.08 |
| ABSL GOVERNMENT SEC FUND-DG | 9.89 |
| Aditya Birla Sun Life Gold ETF | 9.77 |
| KOTAK DYNAMIC BOND FUND - GROWTH DIRECT | 8.52 |
| Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan | 7.68 |
| ABSL NIFTY NEXT 50 INDEX-DG | 6.37 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| N/A | 100.0 |