ADITYA BIRLA SUN LIFE FINANCIAL PLANNING FOF - CONSERVATIVE PLAN - DIVIDEND PAYOUT

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Multi Asset Allocation NAV 21.6949 -0.11 29 November, 2021
  • 8.55%
  • 8Y 6M

Fund Details

Category Multi Asset Allocation
Fund Type
Investment Plan Dividend
Launch Date 09 May, 2011
Benchmark CRISIL Short Term Debt Hybrid 75+25 Fund
Asset Size(Cr) 14 (As on Sept 30, 2021)
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 0.99% (As on Sept 2021)
Fund Manager Vinod Bhat

Investment Returns (As on 29 Nov, 2021)

  • 3 Month 1.3%
  • 6 Month 4.6%
  • 1 Year 12.72%
  • 3 Year 10.22%
  • 5 Year 8.55%
Graph
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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 FOF - CONSERVATIVE PLAN - DIVIDEND PAYOUT 12.72% 10.22% 8.55%

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