Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 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 37.42 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 1.15% for managing the portfolio.

• Investing Strategy:

  The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors

• Performance:

  Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option trailing returns over different times are 3.01% (1 year), 13.74% (3 year) and 14.2% (5 year). The average annual return of this fund stands at 6.02%.