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Aditya Birla Sun life Financial Planning Fund - Conservative 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 Short Term Debt Hybrid 75+25 Index
TER: 0.96% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 15 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.
NAV as on 09-05-2025

33.3511

-0.05 (-0.1637%)

CAGR Since Inception

8.98%

Benchmark: 9.79%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Conservative TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  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 3 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 3.8
Sharpe Ratio 1.17
Alpha 2.16
Beta 0.29
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 Plan - Growth Option 09-05-2011 10.92 13.53 12.01 12.53 8.96
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 15.39 15.72 13.16 16.15 7.28
Nippon India Multi Asset Active FoF - Regular Plan - Growth Option 07-02-2021 14.42 22.4 20.78 - -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 13.72 23.58 23.27 27.83 19.11
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 13.33 18.24 17.68 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 13.24 14.26 13.36 12.37 -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 12.7 18.92 16.92 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 12.34 15.02 13.58 - -
HSBC Multi Asset Active FOF - Growth 30-04-2014 12.14 19.33 18.64 21.71 13.39
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.08 14.61 14.63 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

March 2025

Monthly Portfolio Disclosure - March 2025

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