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: 1.02% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 15.65 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: For redemption /switchout 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

34.175

9.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Conservative TRI
-
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
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

The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.

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 7.05 13.32 12.85 11.73 9.07
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan 05-11-2014 13.03 16.44 14.16 15.35 7.46
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.0 14.63 15.48 - -
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 10.21 14.85 14.22 - -
Nippon India Multi Asset Active FoF - Regular Plan - Growth Option 07-02-2021 10.13 21.37 22.04 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 9.61 13.65 13.68 11.68 -
ICICI Prudential Asset Allocator Fund (FOF) - Growth 10-12-2003 9.56 15.6 15.38 16.18 12.28
HDFC Multi-Asset Active FOF - Growth Option 01-05-2021 9.22 16.92 17.91 - -
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 8.93 18.13 17.66 - -
HSBC Multi Asset Active FOF - Growth 30-04-2014 8.74 19.08 19.33 19.5 13.75

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

99.98%

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