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

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Fund of Funds-Domestic-Hybrid NAV 29.2778 0 28 November, 2022

Fund Details

Category Fund of Funds-Domestic-Hybrid
Fund Type Open Ended
Investment Plan Growth
Launch Date 09 May, 2011
Benchmark 40% CNX Nifty + 30% CRISIL Liquid Fund i
Asset Size(Cr) 28.66 (As on 31-12-2022)
Turn over 990%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load 1% for redemption within 365 days
Expense Ratio 0.9% (As on 30-11-2022)
Fund Manager Vinod Bhat, Dhaval Joshi

Investment Returns (As on 28 Nov, 2022)

Duration Returns Benchmark Category
1 W -1.2% 0.1% -1.09%
1 M -1.01% 0.74% -0.67%
3 M 0.12% 2.84% 0.88%
6 M 4.23% 4.41% 4.89%
1 Y 3.53% 4.23% 4.22%
2 Y 9.1% 3.83% 10.44%
3 Y 10.79% 6.25% 10.41%
5 Y 8.09% 7.47% 8.22%

Risk Mesasures (As on 28 Nov, 2022)

Std Dev Sharpe Beta Alpha
Fund 11.14 0.74 1.86 0.57
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.48%

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 - Moderate Plan - Regular Plan - Growth Option 3.53% 10.79% 8.09%

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