• Home
  • MF Research
  • Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option

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

Fund of Funds-Domestic-Hybrid Open Ended Scheme
Download Fund Card download
arrow-down
NAV
₹ 49.5755 ₹ -0.03 (-0.05 %)
as on 28-03-2025
Asset Size (AUM)
196.26 Cr
Launch Date
May 09, 2011
Invest in this scheme
Investment Objective
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.
Minimum Investment 100.0
Minimum Top-up 100.0
Investment Returns Since Launch in May 09, 2011
arrow-up

12.21

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
1.11 %
Expense Ratio
1.2%
Volatility
8.55 %
Fund House
Aditya Birla Sun Life Mutual Fund
Fund Manager
Vinod Bhat, Dhaval Joshi
Key Features
Scheme description
This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more
Minimum Purchase Application Amount
Rs. 100.0 (plus in multiples of Rs. 100.0)
Entry Load
Not applicable
Exit Load
Exit load of 1% if redeemed within 365 days.
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsMutual FundsCash & Cash Equivalents
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFD
Fund₹ 10985
FD₹ 10600
Other Schemes of the Same Category
Performance

Scheme Performance (%)

Data as on - 31-03-2025
Created with Highcharts 4.1.4ReturnsAditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth OptionAK Hybrid Aggressive TRIFund of Funds-Domestic-HybridYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesAditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth OptionAK Hybrid Aggressive TRIFund of Funds-Domestic-Hybrid2016201720182019202020212022202320242025-5051015202530

NAV Movement

Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund110,000108,719-1,281-2.36
Benchmark20,00020,14714718.08
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 9.85 21.01 14.11 20.12 11.82
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.82 23.83 17.45 0.0 0.0
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.38 15.42 11.04 10.42 6.85
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 11.87 21.22 13.61 19.57 11.62
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.67 19.16 14.81 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings