Submit

Aditya Birla Sun Life Financial Planning Fund - Aggressive 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 35+65 Aggressive Index
TER: 1.17% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 215.37 Cr As on 30-04-2025(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
NAV as on 06-06-2025

48.87

0.32 (0.6542%)

CAGR Since Inception

12.47%

Benchmark: 12.22%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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
6 Years 4 Months
12 Years 8 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

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 Financial Planning Fund - Aggressive Plan -Regular - IDCW 09-05-2011 11.34 20.49 18.25 19.5 12.71
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 15.49 16.81 13.83 15.74 7.46
Nippon India Multi Asset Active FoF - Regular Plan - Growth Option 07-02-2021 15.22 23.59 21.83 - -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 14.52 24.01 23.19 26.35 19.55
HSBC Multi Asset Active FOF - Growth 30-04-2014 14.51 20.62 19.28 21.0 13.88
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 13.2 15.18 14.62 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 13.01 20.72 17.27 18.13 12.4
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 12.83 19.27 16.76 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.58 15.44 13.8 - -
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 12.17 18.29 17.38 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

Feedback
Notification