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 - Portfolio Analysis

Portfolio Overview

As of December 31, 2025

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Asset Allocation

Others: 100.00%
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Market Cap

Cash & Cash Equivalents: 1.57%Mutual Funds: 98.43%
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Number of stocks

9
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Top 10 Holdings

100.37% of portfolio

Market Cap of Others

Cash & Cash Equivalents
1.5700%
Mutual Funds
98.4300%

Companies Allocation of Others

Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan14.96%
KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH14.80%
ICICI Prudential Bluechip Fund - Direct Plan - Growth14.75%
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan14.58%
Nippon India Growth Mid Cap Fund - DR - GR14.36%
Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan13.65%
HDFC Corporate Bond Fund - Growth Option - Direct Plan10.33%
Clearing Corporation of India Limited1.94%
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan0.98%
KOTAK DYNAMIC BOND FUND - GROWTH DIRECT0.02%

Sector Allocation of Others

Cash & Cash Equivalents1.57%
Mutual Funds98.43%

SIP Amount

Monthly SIP Date

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

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.