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

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Fund of Funds-Domestic-Hybrid NAV 22.8074 0 01 February, 2023

Fund Details

Category Fund of Funds-Domestic-Hybrid
Fund Type Open Ended
Investment Plan Dividend
Launch Date 09 May, 2011
Benchmark 20% CNX Nifty + 44% CRISIL Liquid Fund i
Asset Size(Cr) 14.47 (As on 31-12-2022)
Turn over 64.73%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 1% for redemption within 365 days
Expense Ratio 0.64% (As on 31-12-2022)
Fund Manager Vinod Bhat, Dhaval Joshi

Investment Returns (As on 01 Feb, 2023)

Duration Returns Benchmark Category
1 W 0.58% 0.43% 0.92%
1 M 0.18% 1% -0.01%
3 M 1.72% 2.83% 1.22%
6 M 3.74% 3.84% 3.65%
1 Y 4.43% 5.29% 3.85%
2 Y 6.94% 4.23% 9.34%
3 Y 9.5% 6.2% 11.08%
5 Y 7.58% 7.79% 8.79%

Risk Mesasures (As on 01 Feb, 2023)

Std Dev Sharpe Beta Alpha
Fund 3.29 1.73 2.29 0.67
Benchmark 0 0 0 0
Returns Compare with Others
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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 4.43% 9.5% 7.58%

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