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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 TRI
TER: 0.83% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 18.77 Cr As on (30-06-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year.
NAV as on 24-07-2024

31.9531

0.07 (0.2313%)

CAGR Since Inception

9.19%

Benchmark: 9.94%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
S&P BSE India Bond Index
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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 19.14 15.37 11.08 11.77 9.3
HSBC Managed Solutions - Growth - Growth 30-04-2014 36.46 29.84 21.65 24.13 20.92
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 34.51 26.76 19.07 - -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 33.25 24.75 16.98 18.31 13.59
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 31.83 21.87 14.61 17.21 13.28
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 30.55 25.94 18.31 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 29.06 26.56 19.39 21.37 15.04
HSBC Managed Solutions - Moderate - Growth 30-04-2014 28.82 23.41 16.62 18.69 13.92
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 26.16 19.86 13.96 15.03 11.3
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 25.89 19.95 13.52 14.41 10.74

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.03%

Scheme Documents

May 2024

Monthly Portfolio Disclosure - May 2024

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