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: 1.04% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 216.39 Cr As on 31-03-2026(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

54.9234

12.02%

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 -
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 Dynamic Asset Allocation Omni FOF- Regular Plan - Growth Option 09-05-2011 7.01 8.97 15.27 13.12 12.7
HSBC Multi Asset Active FOF - Growth 30-04-2014 23.71 16.92 20.47 16.87 15.3
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 16.15 13.77 17.85 13.7 -
Aditya Birla Sun Life Multi Asset Omni FoF- Regular Plan - Growth Option 17-08-2006 15.24 13.7 18.25 13.93 13.15
Kotak Multi Asset Omni FOF - Growth- Regular 01-08-2004 15.15 12.74 17.92 17.17 15.26
Nippon India Multi - Asset Omni FoF - Regular Plan - Growth Option 07-02-2021 15.0 14.36 19.95 17.25 -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 13.89 12.85 14.5 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.84 12.43 14.22 11.02 -
Bandhan Aggressive Hybrid Passive FOF - Regular Plan - Growth 20-02-2010 11.83 10.63 15.39 12.34 10.53
Quantum Multi Asset Active FOF - Regular Plan Growth Option 05-04-2017 8.66 10.89 12.51 10.33 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification