Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth
NAV (Mon Jan 13 2025)
₹39
Returns (Since Inception)
10.74%
Category Average
0.00%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Unknown
99.15%
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4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth
Minimum SIP
100
Risk Level
High Risk
AUM
₹36.03 Cr
ISIN
INF084M01077
Inception Date
May 09 2011
Standard Deviation
6.878
Beta
-
Sharpe Ratio
0.883
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
Expense Ratio
1.810%
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
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
₹36.03 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
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