INF084M01EW6

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Direct Plan Growth Option

Very High Risk Fund of Funds Allocation

NAV (Mon Jan 13 2025)

₹54

Returns (Since Inception)

12.75%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Unknown

99.01%

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Overall rating

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Scheme Information

Fund name

Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Direct Plan Growth Option


Minimum SIP

100


Risk Level

Very High Risk


AUM

₹214.94 Cr


ISIN

INF084M01EW6


Inception Date

Jan 01 2013


Standard Deviation

9.58


Beta

1


Sharpe Ratio

0.936


Benchmark

CRISIL Hybrid 35+65 - Agg TR INR


Expense Ratio

1.100%


Exit Load

For redemption/ switch out of units within 365 days from the date of allotment: 1% of the applicable NAV. For redemption/ switch out of units after 365 days from the date of allotment: Nil.

Risk

Very High Risk

Investment 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.

Fund Managers

Vinod Bhat

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