| Fund Type | Open Ended |
| Investment Plan | Dividend |
| Launch Date | 2011-5-9 |
| Benchmark | 20% CNX Nifty + 44% CRISIL Liquid Fund i |
| Asset Size(Cr) | 4.49 (As on Mar 31, 2019) |
| Fund Manager | Shravan Kumar Sreenivasula (2.8) |
| Notes | Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Financial Planning FOF - Conservative Plan has been renamed as Birla Su |
| Min Investment | 5000 |
| Min SIP Investment | 1000 |
| Min Addl Investment | NA |
| Last Dividend | 0.12 (Sep-25-2014) |
| Bonus | N.A. |
| Entry Load | . |
| Exit Load | 1% for 365 days |
| Period | Returns(%) |
| 3 Month | 1.99 |
| 6 Month | 4.74 |
| 1 Year | 3.56 |
| 3 Year | 6.99 |
| 5 Year | 7.97 |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
| Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
| ICICI Prudential Advisor Series-Thematic Fund (G) | 2.97% | 10.82% | 11.47% | |
| Aditya Birla Sun Life Financial Planning Fund FoF Aggressive Plan (G) | 2.47% | 10.77% | 12.84% | |
| Franklin India Life Stage FoF 50s Plus (G) | 12.57% | 10.49% | 10.41% | |
| Franklin India Life Stage Fund of Funds 20s (G) | 3.76% | 10.33% | 12.83% | |
| Aditya Birla Sun Life Asset Allocator MultiManager FoF Scheme (G) | 1.86% | 9.98% | 12.98% |
| Period | Returns (%) |
| 3 Month | 1.99 |
| 6 Month | 4.74 |
| 1 Year | 3.56 |
| 3 Year | 6.99 |
| 5 Year | 7.97 |
| No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
| No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
| Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
| Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
