INF084M01EQ8

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

High Risk Fund of Funds Allocation

NAV (Mon Jan 13 2025)

₹34

Returns (Since Inception)

9.97%

Category Average

0.00%

Rating

NA

Allocation and Holdings

Asset class

Weightage

Unknown

99.42%

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Overall rating

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Scheme Information

Fund name

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


Minimum SIP

100


Risk Level

High Risk


AUM

₹17.15 Cr


ISIN

INF084M01EQ8


Inception Date

Jan 01 2013


Standard Deviation

4.449


Beta

-


Sharpe Ratio

1.012


Benchmark

CRISIL Short Term Debt Hyb 75+25 TR INR


Expense Ratio

1.190%


Exit Load

For all application amounts: For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil

Risk

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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