Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF- Regular Plan - Growth Option

(Erstwhile 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 Index
TER: 1.08% As on (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 225.73 Cr As on 30-09-2025(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

55.0894

12.51%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Aggressive 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
5 Years 11 Months
12 Years 4 Months
13 Years 1 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Current Asset Allocation (%)

Indicators

Standard Deviation 8.55
Sharpe Ratio 1.11
Alpha 4.03
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 Dynamic Asset Allocation Omni FOF- Regular Plan - Growth Option 09-05-2011 8.09 18.59 16.75 17.39 12.65
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 15.02 18.55 16.08 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 14.96 22.28 17.98 - -
Kotak Multi Asset Omni FOF - Growth- Regular 01-08-2004 14.1 21.57 20.19 20.44 15.12
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 13.83 17.57 14.67 - -
HSBC Multi Asset Active FOF - Growth 30-04-2014 13.77 21.09 18.7 18.85 14.3
Quantum Multi Asset Active FOF - Regular Plan Growth Option 05-04-2017 12.87 16.08 13.75 11.47 -
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 12.83 15.89 14.17 14.99 7.48
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option 07-02-2021 12.66 20.66 20.43 - -
Aditya Birla Sun Life Multi Asset Omni FoF- Regular Plan - Growth Option 17-08-2006 12.47 20.42 17.7 16.7 12.59

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.06%

Large Cap

0.94%

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