Pay ₹0 for 75 days of Genius, On India's 75 years of Independence by signing up within 75 hours
close-calc
 
 
Download Mobile Apps
close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

刀塔2比赛开盘手机APP下载

Previously called: Birla SL Financial Planning FoF Aggressive Direct-G

NAV as of ( Sep 09, 2022 )

37.31 0.23 % 1-D Change

12.86% p.a.

You get upto 0.87% extra returns

ET Money's Fund Report Card - Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

ET Money Rank

4

Out of 12

ranking
Performance Quality info

Very Good drop-arrow

Generated returns consistently

4/5

Increased returns for each unit of additional risk info

3/5

Downside Protection info

Good drop-arrow

Controlled losses during market corrections

3/5

Delivered returns without frequent ups and downs

3/5

Minimum SIP amount is ₹
Minimum Lumpsum amount is ₹

By continuing, I agree to the Declaration and T&Cs.

none buyable frame

Fresh Investments closed in this fund!

This fund is no longer available to invest

This fund vs
Show performance of:

Scheme Details

ET Money Rank 4 Out of 12
VRO Rating 3
Expense ratio 0.2%  As on Jul 31, 2022
Exit Load 1.0% info
AUM (Fund Size) 163 Crs
Lock-in No Lockin
Age 9 yrs 8 m Since Jan 01, 2013
Benchmark CRISIL Hybrid 35+65 Aggressive
Min. Investment

SIP 1000  &

Lumpsum 1000

About Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth is a Multi Asset Allocation mutual fund scheme from Aditya Birla Sun Life Mutual Fund . This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth has ₹163 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.2%, which is less than what most other Multi Asset Allocation funds charge. Currently, the fund has a 69.90% allocation to equity and 18.89% to Debt.
  • Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth returns of last 1-year are 4.47%. Since launch, it has delivered 12.87% average annual returns. The fund has doubled the money invested in it every 6 yrs.
  • Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is average.
  • The fund's equity portion is primarily invested in Financial sectors. It has taken less exposure in Financial sectors compared to other funds in the category.
  • The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
  • The fund's top 5 holdings are in SBI Flexicap Fund Direct-Growth, Birla Sun Life Equity Fund Direct-Growth, Kotak Select Focus Fund Direct-Growth, ICICI Prudential Focused Bluechip Equity Fund - Direct Plan, Kotak Emerging Equity Scheme Direct-Growth.
.....
Find your investor personality!

Answer a few simple questions and understand why you take the financial decisions you do.

Investment Returns Calculator

of for
Profit

You would have earned ₹ 1,001 more by investing in ET Money Direct Plan

Total value Profit
This fund
Category Average
Bank FD
Gold

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Latest Asset & Portfolio Allocation

as on Aug 31, 2022
Top Stock Holdings

Bifurcation by Holding is not available for this fund

Allocation by Market Cap

Large Cap 45.27%

Mid Cap 14.88%

Small Cap 9.24%

Other Cap 0.51%

Allocation by Sector

Bifurcation by Sector is not available for this fund

Top Debt Holdings

Others 2.58%

Allocation by Credit Quality

AAA 6.01%

SOV 5.84%

Cash & Call Money 3.74%

A1+ 3.32%

Allocation by Instruments

Mutual Fund 97.69%

CBLO 2.58%

Other Holdings

SBI Flexicap Fund Direct-Growth 12.66%

Birla Sun Life Equity Fund Direct-Growth 10.38%

Kotak Select Focus Fund Direct-Growth 10.37%

ICICI Prudential Focused Bluechip Equity Fund - Direct Plan 9.35%

Comparison with multi asset allocation Funds

as on Sep 12, 2022
Average
1.14%
1.81 % p.a
This fund

Lowest
-0.86%

Highest
5.32%
Pick time period to see return
  • 1m
  • 3m
  • 6m
  • 1y
  • 3y
  • 5y

Trailing Returns and Ranks

as on Sep 12, 2022
Period Trailing returns Category average Rank within category
1 month 1.81% 1.14% 7 / 21
3 months 11.31% 8.8% 4 / 21
6 months 5.69% 5.1% 9 / 21
1 year 4.38% 6.15% 12 / 20
3 years 17.48% 15.45% 3 / 12
5 years 10.56% 10.57% 5 / 12

Riskometer

Level of Risk in the Scheme

Very High

Investors understand that their principal will be at Very High risk

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

HYBRID MULTI ASSET ALLOCATION

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.

  • Std. Dev : 14.83
  • Alpha : 3.07
  • Beta : 0.79
  • Sharpe : 0.92
  • Sortino : 1.07
  • Profile

    Vinod Bhat

    Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.

    Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund

# SCHEMES

62

See all schemes

TOTAL AUM:

₹2,82,183 Crs

As on Jun 30, 2022

  • Address: One India Bulls Center - Tower 1,
    17th Floor - Jupiter Mills Compound,
    841 Senapati Bhawan, Elphinstone Road,
    Mumbai, 400013

Compare with similar Funds

Hide comparison

Frequently asked questions

How are the returns of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan ?

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is a 9 yrs 8 m old fund and has delivered average annual returns of 12.86% since inception.

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan Returns

1-Year 3-Year 5-Year Since Inception
4.38% 17.48% 10.56% 12.86%

NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.

The NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan for Sep 09, 2022 is 37.31 .

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan has an ET Money Rank of # 4 of 12 and a consistency rating of 4 .

This indicates the fund has delivered above-average returns with exceptional consistency. All this means Aditya Birla Sun Life Financial Planning FOF Aggressive Plan can be a good addition to your portfolio

On ET Money, Investing in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -

  1. Click on the Invest Now Button present on the top right-hand side.
  2. Enter your email id, select whether you want to do a one-time investment or start a SIP and add the amount
  3. Provide few more details needed including the bank account from which you will be making the payment and confirm.
  4. That's it. Your SIP or one-time investment in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is done.

The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.

The Expense Ratio of the direct plan of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is 0.2%.  .

Redeeming your investments in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Aditya Birla Sun Life Financial Planning FOF Aggressive Plan from anywhere else, you can go to the fund house website and put a request through it.

AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.

The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.

The AUM of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is ₹163 Crs.

The credit rating of the instruments in which the fund invests represents the quality of the borrower.

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan's debt portion's allocation by credit quality is given below
Credit Quality Percentage of Portfolio
AAA 6.01%
SOV 5.84%
Cash & Call Money 3.74%

The top 3 debt holdings of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan are as follows

Holding Name Percentage of Portfolio
Others 2.58%
亚博电竞 csgo 日博电竞外围全球9.4.2 dota2投注线上 lpl电竞比分注册APP v2.6(lpl电竞选手下载v3.1版) JJ竞技(拉萨)登录手游