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NAV as of ( Sep 09, 2022 )
₹ 30.34 0.17 % 1-D Change
You get upto 0.62% extra returns
ET Money Rank
Out of 12
Generated returns consistently
Increased returns for each unit of additional risk
Controlled losses during market corrections
Delivered returns without frequent ups and downs
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|ET Money Rank||8 Out of 12|
|Expense ratio||0.36% As on Jul 31, 2022|
|AUM (Fund Size)||₹ 29 Crs|
|Age||9 yrs 8 m Since Jan 01, 2013|
|Benchmark||CRISIL Hybrid 50+50 Moderate Index|
SIP ₹ 1000 &
Lumpsum ₹ 1000
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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.
Bifurcation by Holding is not available for this fund
Large Cap 30.12%
Mid Cap 9.22%
Small Cap 5.54%
Other Cap 0.34%
Bifurcation by Sector is not available for this fund
Cash & Call Money 5.04%
Mutual Fund 98.63%
ICICI Prudential Flexible Income Plan - Direct Plan 11.65%
HDFC Low Duration Fund Direct Plan-Growth 8.92%
SBI Flexicap Fund Direct-Growth 8.67%
Aditya Birla Sun Life Short Term Direct Fund -Growth 8.56%
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Quant Multi Asset Fund||20.28%|
|ICICI Prudential Multi Asset Fund||14.24%|
|Axis Triple Advantage Fund||12.1%|
|HDFC Multi Asset Fund||11.44%|
|Aditya Birla Sun Life Financial Planning FOF Aggressive Plan||10.56%|
|HDFC Dynamic PE Ratio Fund of Funds Scheme||10.51%|
|Aditya Birla Sun Life Financial Planning FOF Moderate Plan||9.27%|
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|Period||Trailing returns||Category average||Rank within category|
|1 month||1.3%||1.14%||9 / 21|
|3 months||7.65%||8.8%||15 / 21|
|6 months||4%||5.1%||15 / 21|
|1 year||4.08%||6.15%||13 / 20|
|3 years||14.05%||15.45%||7 / 12|
|5 years||9.27%||10.57%||8 / 12|
Level of Risk in the Scheme
Investors understand that their principal will be at High risk
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.
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.
As on Jun 30, 2022
The Aditya Birla Sun Life Financial Planning FOF Moderate Plan is a 9 yrs 8 m old fund and has delivered average annual returns of 10.33% since inception.
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 Moderate Plan for Sep 09, 2022 is 30.34 .
Aditya Birla Sun Life Financial Planning FOF Moderate Plan has an ET Money Rank of # 8 of 12 and a consistency rating of 3 .
This indicates the fund has not generated great returns and even those are not very consistent. You might want to look at other funds in its category.
On ET Money, Investing in Aditya Birla Sun Life Financial Planning FOF Moderate Plan is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
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 Moderate Plan is 0.36%. .
Redeeming your investments in Aditya Birla Sun Life Financial Planning FOF Moderate 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 Moderate 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 Moderate Plan is ₹29 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 Moderate Plan's debt portion's allocation by credit quality is given below
|Credit Quality||Percentage of Portfolio|
The top 3 debt holdings of Aditya Birla Sun Life Financial Planning FOF Moderate Plan are as follows
|Holding Name||Percentage of Portfolio|