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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 16-05-2025

48.1096

0.2 (0.4159%)

CAGR Since Inception

12.4%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.

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 11.55 20.76 18.77 20.08 12.46
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 15.41 16.45 14.07 16.36 7.33
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 13.81 24.24 23.77 28.17 19.12
Nippon India Multi Asset Active FoF - Regular Plan - Growth Option 07-02-2021 13.53 23.38 21.32 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 12.88 14.75 13.55 13.03 -
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 12.73 18.76 17.84 - -
HSBC Multi Asset Active FOF - Growth 30-04-2014 12.6 20.07 19.2 22.05 13.47
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 12.6 19.52 17.12 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.56 15.43 15.42 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.33 15.29 13.75 - -

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

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