VB
Vinod BhatFund Manager Since 16 Aug 2019
AllocationFund of Funds
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option
3Y Annualised
11.97%
-0.16% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.69%
-0.16% 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
6 years 2 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹33.85 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
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%
171st
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option
-1.69%
Fund Managers
About Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option has ₹33.85 Cr worth of assets under management (AUM) as of Sat Mar 15 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option as of Thu Mar 13 2025 is ₹40.7876. The fund has an expense ratio of 1.23%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option returns for the last 1 year are 8.95%. Since launch, it has delivered 10.81% average annual returns.
The Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option has the majority of its money invested in null sectors.
Top 5 Holdings of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option.
- Nippon India Growth Dir Gr: 11.05%
- Aditya BSL Gov Sec Dir Gr: 10.65%
- HDFC Corporate Bond Dir Gr: 10.44%
- Aditya BSL Flexi Cap Dir Gr: 10.12%
- ICICI Pru Bluechip Dir Gr: 10.01%
AMC Information
| Name | Aditya Birla Sun Life AMC Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| 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 Moderate Plan Direct Plan Growth Option
| 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
8.21%
expense ratio
0.62%
fund size
₹653.00 Cr
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
EquityEquity - Consumption
3Y CAGR
15.37%
expense ratio
0.83%
fund size
₹5266.89 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
AllocationConservative Allocation
3Y CAGR
8.60%
expense ratio
1.02%
fund size
₹1373.98 Cr
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
EquityELSS (Tax Savings)
3Y CAGR
11.53%
expense ratio
1.02%
fund size
₹13629.04 Cr
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Fixed IncomeMedium Duration
3Y CAGR
6.84%
expense ratio
1.56%
fund size
₹2144.49 Cr
FAQs
What is the current NAV of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What are the average returns of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
How do I invest in Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What is the expense ratio of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What are net assets under management (AUM) of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What is the PE and PB ratio of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What are the top 5 holdings of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What are the top 3 sectors that Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option has invested in?
Who is the manager of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
What is the exit load of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
How to Redeem Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
Can I invest in SIP and a Lump Sum of Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Growth Option?
