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: 1.11% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 225.04 Cr As on 31-07-2025(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

53.2626

12.37%

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 0.33 15.47 15.69 17.21 12.78
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 11.87 15.05 13.66 15.22 7.74
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.62 15.04 15.18 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 9.68 14.46 13.08 - -
Quantum Multi Asset Active FOF - Regular Plan Growth Option 05-04-2017 8.82 13.67 12.45 11.02 -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 8.7 17.46 15.99 - -
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option 07-02-2021 8.3 18.07 19.1 - -
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 7.86 15.6 15.62 - -
ICICI Prudential Asset Allocator Fund (FOF) - Growth 10-12-2003 6.6 13.77 13.97 15.08 12.33
HSBC Multi Asset Active FOF - Growth 30-04-2014 6.51 17.46 17.22 18.95 14.11

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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