VB
Vinod BhatFund Manager Since 16 Aug 2019
AllocationFund of Funds
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth
3Y Annualised
19.99%
-0.03% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.95%
-0.03% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 10 months
NIFTY 50
4 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹220.81 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
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 Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Franklin India Life Stage Fund Of Funds The 20S Plan Direct Growth
7.81%
2nd
Franklin India Life Stage Fund Of Funds The 20S Plan Direct Rnvstmnt of Inc Dist cum Cap Wdrl
7.79%
3rd
Franklin India Life Stage Fund Of Funds The 20S Plan Direct Payout of Inc Dist cum Cap Wdrl
7.79%
4th
Franklin India Life Stage Fund of Funds The 20s Plan Rnvstmnt of Inc Dist cum Cap Wdrl
7.76%
5th
Franklin India Life Stage Fund of Funds The 20s Plan Payout of Inc Dist cum Cap Wdrl
7.76%
69th
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth
2.95%
Fund Managers
About Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 14 years, having been launched on 2011-05-09. Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth has ₹220.81 Cr worth of assets under management (AUM) as of Thu Jul 03 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth as of Tue Jul 01 2025 is ₹54.1871. The fund has an expense ratio of 1.18%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth returns for the last 1 year are 7.23%. Since launch, it has delivered 12.69% average annual returns.
The Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth.
- Nippon India Growth Dir Gr: 15.34%
- Aditya BSL Flexi Cap Dir Gr: 14.98%
- ICICI Pru Bluechip Dir Gr: 14.85%
- Kotak Multicap Dir Gr: 14.40%
- HDFC Large and Mid Cap Dir Gr: 14.03%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2011-05-09 |
| care.mutualfunds@adityabirlacapital.com | |
| Phone | +91 22 43568000 |
| Website | www.adityabirlasunlifemf.com |
| Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
AllocationEquity Savings
3Y CAGR
11.25%
expense ratio
0.61%
fund size
₹646.34 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
21.25%
expense ratio
0.82%
fund size
₹6051.93 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
11.51%
expense ratio
1.02%
fund size
₹1378.33 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
19.48%
expense ratio
1.02%
fund size
₹15368.32 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.54%
fund size
₹2525.67 Cr
FAQs
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What are the top 3 sectors that Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth has invested in?
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