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

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW is a fund scheme from Aditya Birla Sun Life mutual fund. It falls under a Domestic Hybrid FoF category. After being launched on 2011-05-09. Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW has achieved Rs 208.52 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.2%.

• Investing Strategy:

  The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ABSLAMC process, as per the risk-return profile of investors. Each of the 3 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific riskreturn profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.

• Performance:

  Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW trailing returns over different times are 10.36% (1 year), 16.3% (3 year), 19.14% (5 year). The average annual return of this fund stands at 10.36%

• Fund Manager & Portfolio Allocation:

  Vinod Bhat, Dhaval Joshi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Sectors. First five holdings of this fund are Nippon India Growth Dir Gr, ICICI Pru Bluechip Dir Gr, Aditya BSL Flexi Cap Dir Gr, Kotak Multicap Dir Gr, HDFC Large and Mid Cap Dir Gr Companies.