Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth
NAV (Thu Sep 19 2024)
₹33
Returns (Since Inception)
11.20%
Category Average
0.00%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Unknown
89.25%
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Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth
Minimum SIP
100
Risk Level
High Risk
AUM
₹19.22 Cr
ISIN
INF084M01044
Inception Date
May 09 2011
Standard Deviation
4.107
Beta
-
Sharpe Ratio
1.258
Benchmark
CRISIL Short Term Debt Hyb 75+25 TR INR
Expense Ratio
1.510%
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
About the AMC
Aditya Birla Sun Life AMC Ltd
Phone Number
+91 22 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹19.22 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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frequently asked questions
view all FAQsWhat is the current NAV of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
The NAV of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth is ₹33 as of Thu Sep 19 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
Who is the fund manager of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
Vinod Bhat is the current fund manager of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth as on Fri Sep 20 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
What is the expense ratio of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
The Expense Ratio of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth is 151.00% as of Fri Sep 20 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 151.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
What is the minimum SIP amount of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
The minimum Systematic Investment Plan (SIP) amount required for Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth is ₹100. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
What is the minimum lump sum amount required to invest in Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
To initiate a lump sum investment in Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth, a minimum initial amount of ₹100 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
What is risk category of the Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth is classified as High Risk.
What is the category of Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth?
The category of the Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth is Allocation.