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

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Fund of Funds-Domestic-Hybrid NAV 21.5278 0.59 20 May, 2022
Aditya Birla Sun Life Financial Planning Fund - Conservative Plan -Regular - IDCW was previously known as

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

Fund Details

Category Fund of Funds-Domestic-Hybrid
Fund Type
Investment Plan Dividend
Launch Date 09 May, 2011
Benchmark CRISIL Short Term Debt Hybrid 75+25 Fund
Asset Size(Cr) 13.93 (As on 31-03-2022)
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 1% for redemption within 365 days
Expense Ratio 0.5% (As on 31-03-2022)
Fund Manager Vinod Bhat

Investment Returns (As on 20 May, 2022)

Duration Returns Benchmark Category
1 W 0.76% 0.27% -0.54%
1 M -2.39% -0.45% 0.03%
3 M -1.49% 0.36% -0.1%
6 M -2.06% 0.68% -1.8%
1 Y 4.7% 3.25% 12.14%
2 Y 14.01% 5.1% 21.48%
3 Y 8.84% 8.04% 9.37%
5 Y 7.46% 7.55% 7.98%

Risk Mesasures (As on 20 May, 2022)

Std Dev Sharpe Beta Alpha
Fund 3.29 1.73 2.29 0.67
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.75%

Return Calculator

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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 Fund - Conservative Plan -Regular - IDCW 4.7% 8.84% 7.46%

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