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Aditya Birla Sun Life Financial Planning Fund - Conservative 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 Short Term Debt Hybrid 75+25 TRI
TER: 0.83% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 18.01 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.
NAV as on 18-04-2024

27.2525

-0.03 (-0.1152%)

CAGR Since Inception

8.7%

Benchmark: 9.83%

PERFORMANCE

Returns Type:
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End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
Period:  

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
9 Years 8 Months
There is no value for 4x
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
Sharpe Ratio 1.73
Alpha 2.29
Beta 0.67
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 - Conservative Plan -Regular - IDCW 09-05-2011 17.52 11.02 10.53 10.35 9.1
HSBC Managed Solutions - Growth - Growth 30-04-2014 36.92 21.91 22.1 21.36 -
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 35.48 18.26 19.07 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 34.5 20.13 20.32 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 30.83 21.01 20.45 19.9 16.24
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 30.34 15.85 16.12 15.0 13.92
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 29.86 15.17 14.56 14.62 13.8
HSBC Managed Solutions - Moderate - Growth 30-04-2014 28.97 16.92 16.81 16.18 -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 28.58 14.23 14.22 11.44 10.84
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 26.74 15.26 18.77 11.62 11.37

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

Scheme Documents

March 2024

Monthly Portfolio Disclosure - February 2024

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