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

Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan -Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on May 09, 2011, and falls under the Domestic Hybrid FoF fund category. It currently manages an AUM of Rs 222.74 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.2% for managing the portfolio.

• 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 1.93% (1 year), 15.58% (3 year) and 17.42% (5 year). The average annual return of this fund stands at 5.07%.