Aditya Birla Sun Life Aggressive Hybrid Omni FOF- Regular - IDCW

(Erstwhile Aditya Birla Sun Life Financial Planning Fund -Moderate Plan - Regular - IDCW)
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 50+50 Moderate Index
TER: 1.18% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 40.27 Cr As on 31-12-2025(Source:AMFI)
Turn over: - | Exit Load: For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil

38.7919

10.34%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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
9 Years 6 Months
There is no value for 4x
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 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. There can be no assurance that the investment objective of the Scheme will be realized.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
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 Aggressive Hybrid Omni FOF- Regular - IDCW 09-05-2011 8.68 10.91 13.97 11.78 10.99
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 18.84 15.07 15.03 - -
Aditya Birla Sun Life Multi Asset Omni FoF- Regular Plan - Growth Option 17-08-2006 18.78 17.13 19.14 14.85 13.38
HSBC Multi Asset Active FOF - Growth 30-04-2014 17.7 17.33 19.83 16.44 14.98
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 16.7 16.33 17.74 - -
Kotak Multi Asset Omni FOF - Growth- Regular 01-08-2004 16.02 17.14 18.85 18.07 15.5
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option 07-02-2021 15.86 15.62 20.07 - -
Quantum Multi Asset Active FOF - Regular Plan Growth Option 05-04-2017 15.76 13.64 13.7 10.58 -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 15.61 14.13 14.49 - -
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 14.77 13.53 16.24 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

There are no scheme documents available

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