- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)
₹ 41.225
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 41.225
NAV (Oct 14)
Fund Returns
Last 1Y | 26.1% |
Last 3Y | 13.1% |
Last 5Y | 15.7% |
Last 10Y | 11.4% |
Since Inception | 11.1% |
6 Month CAGR | 12.2% |
Scheme Information
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.
Expense Ratio | 1.15 |
Launched (0y ago) | 1.15 |
AUM in Crores | 37.7 |
ISIN | INF084M01077 |
Lock-in | - |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 6.4 |
Beta | 0.5 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) | 10,83,526 | 3,50,914 | 15.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Nippon India Growth Fund Direct- Growth
11.6%Aditya Birla Sun Life Short Term Direct Fund Direct-Growth
11.4%Kotak Multicap Fund Direct - Growth
10.7%HDFC Large and Mid Cap Fund Direct- Growth
10.4%ICICI Prudential Savings Fund Direct Plan -Growth
10.1%Allocation by Sector
Financial
13.8%Automobile
5.8%Healthcare
5.3%Energy
5.2%Services
4.9%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.3% | 7.4% | ||
5.4% | 5.3% | ||
6.4% | 7.4% | ||
6.4% | 8% | ||
5.8% | 7.2% |
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) Review
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 11.111% over a period of 13 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Joshi, Vinod Bhat.
Nav of Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) as of 10/14/2024 is ₹41.23 with the total AUM as of 10/16/2024 is ₹37.6816. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) was launched on 2011-05-09. The category risk of the fund is Below Average.
The minimum SIP amount for Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Hybrid 50+50 Moderate Index.
It is rated as a null fund in Debt and delivered 26.112% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G).
Frequently Asked Questions
What is Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)?
How to invest in Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)?
You can invest in Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)?
The minimum sip amount for Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)?
The expense ratio of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) is 1.15% for regular plan.
What is the NAV of Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G)?
Today's Aditya Birla Sun Life Financial Planning FOF Moderate Plan (G) NAV is ₹41.23.