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

Aditya Birla Sun Life Financial Planning Fund -Moderate Plan - Regular - IDCW is a fund scheme from Aditya Birla Sun Life mutual fund. It falls under a Domestic Hybrid FoF category. After being launched on 2011-05-09. Aditya Birla Sun Life Financial Planning Fund -Moderate Plan - Regular - IDCW has achieved Rs 35.38 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 100 to start the investment. The expense ratio of this fund is 1.15%.

• 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 - IDCW trailing returns over different times are 11.39% (1 year), 14.34% (3 year), 16.02% (5 year). The average annual return of this fund stands at 11.39%

• Fund Manager & Portfolio Allocation:

  Vinod Bhat, Dhaval Joshi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Sectors. First five holdings of this fund are Nippon India Growth Dir Gr, Kotak Multicap Dir Gr, Aditya BSL Flexi Cap Dir Gr, Aditya BSL Gov Sec Dir Gr, ICICI Pru Bluechip Dir Gr Companies.