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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: 1.2% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 209 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.
NAV as on 28-04-2025

46.9366

0.34 (0.7223%)

CAGR Since Inception

12.25%

Benchmark: 12.22%

PERFORMANCE

Returns Type:
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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 9.98 20.32 15.1 19.13 12.24
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 14.63 16.34 12.47 15.95 7.27
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 12.8 23.33 18.53 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.7 15.1 13.64 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 12.46 14.61 12.14 12.14 -
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 12.02 18.67 15.69 - -
ICICI Prudential Income plus Arbitrage Active FOF - Growth 18-12-2003 11.01 13.22 11.39 13.08 8.64
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 10.91 14.81 11.47 - -
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 10.6 14.23 11.47 12.55 8.96
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 10.6 17.48 13.35 15.82 10.54

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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