Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW

0
Fund of Funds-Domestic-Hybrid NAV 38.7096 0 07 December, 2023

Fund Details

Category
Fund Type
Investment Plan Dividend
Launch Date 09 May, 2011
Benchmark CRISIL Hybrid 35+65 Aggressive TRI
Asset Size(Cr) 177.3605
ISIN No. INF084M01119
Turn over 16%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Exit load of 1% if redeemed within 365 days.
Expense Ratio 1.06
Fund Manager Vinod Bhat, Dhaval Joshi
Fund House Aditya Birla Sunlife Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.29% 0.33% 1.2%
1 M -0.32% 1.68% 2.71%
3 M 3.76% 2.58% 2.51%
6 M 14.38% 5.48% 3.59%
1 Y 16.52% 7.16% 7.77%
2 Y 10.11% 5.04% 9.87%
3 Y 17.41% 5.69% 15.77%
5 Y 13.67% 8.07% 9.07%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 9.36 1.18 -1.01 1.75
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 0.71%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW 16.52% 17.41% 13.67%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 16.75% 17.83% 12.17%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 16.07% 15.33% 13.56%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 13.45% 14.02% 10.22%
Franklin India Pension Plan-Growth 9.91% 9.31% 8.4%
SBI Gold Fund Regular Plan - Growth 20.17% 4.67% 12.71%
Nippon India Gold Savings Fund-Growth plan- Growth Option 20.33% 4.43% 12.12%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully