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 TRI
TER: 1.07% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 202.24 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 365 days.

47.9554

12.76%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
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
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 8.81
Sharpe Ratio 1.24
Alpha 4.01
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 Plan - Growth Option 09-05-2011 33.12 23.03 16.48 15.98 13.52
HSBC Managed Solutions - Growth - Growth 30-04-2014 38.13 29.01 22.03 21.86 20.79
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 37.3 25.61 18.72 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 34.32 25.35 19.22 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 32.78 26.88 20.51 20.7 15.33
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 31.84 20.44 14.51 15.43 13.3
HSBC Managed Solutions - Moderate - Growth 30-04-2014 30.04 22.84 16.8 16.75 13.78
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 28.07 19.8 14.13 - -
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 27.44 19.32 18.27 12.34 11.03
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 27.37 19.09 13.53 12.12 10.59

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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