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

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 09-05-2011
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 1.07% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 195.65 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.
NAV as on 06-05-2024

46.7067

-0.19 (-0.4074%)

CAGR Since Inception

12.58%

Benchmark: 8.71%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 11 Months
12 Years 4 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 8.68
Sharpe Ratio 1.14
Alpha 3.26
Beta 0.7
Yield to Maturity -
Average Maturity -

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 30.45 20.06 16.44 15.83 14.17
HSBC Managed Solutions - Growth - Growth 30-04-2014 37.36 27.09 22.68 22.15 21.76
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 34.08 21.41 18.18 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 32.15 22.51 19.23 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 31.11 24.57 20.81 20.44 16.55
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 29.57 18.34 14.63 15.29 14.0
HSBC Managed Solutions - Moderate - Growth 30-04-2014 29.35 21.12 17.26 16.88 14.41
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 27.28 17.37 14.03 - -
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 26.38 17.89 18.47 12.14 11.56
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 25.72 16.91 13.51 12.12 10.89

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

April 2024

Monthly Portfolio Disclosure - March 2024

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