Aditya Birla Sun Life Financial Planning FOF Aggressive Growth - Latest NAV ₹24.6744, Returns, Performance & Portfolio

Aditya Birla Sun Life Financial Planning FOF Aggressive Growth

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    8.03%
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    (+0.03)24.6744

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.03%
3 Years4.25%
1 Year8.69%
6 Months16.04%
Fund Details
ISININF084M01101
RiskModerately High risk
Fund TypeFund of Funds
NAV24.6744
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Kotak Standard Multicap Dir Gr18.22%
Tata Large & Mid Cap Dir Gr15.35%
Axis Focused 25 Dir Gr14.63%
Aditya BSL Gold ETF9.94%
Aditya BSL Focused Eq Dir Gr6.93%
Kotak Emerging Equity Dir Gr6.61%
Aditya BSL Short Term Dir Gr5.45%
Aditya BSL Equity Dir Gr4.4%
HDFC Corporate Bond Dir Gr4.35%
IDFC Banking & PSU Debt Dir Gr4.17%

About Aditya BSL Financial Planning Fund of Funds - Aggressive

The Aditya BSL Financial Planning Fund of Funds - Aggressive is an open-ended fund of funds scheme. It seeks to provide long-term capital appreciation by investing predominantly in equity funds accessed through the different investment styles of the underlying scheme. The Aditya BSL Financial Planning Fund is also available in a conservative and prudent plan apart from the aggressive plan.

Pros & Cons of Aditya BSL Financial Planning Fund of Funds - Aggressive

  • The asset allocation of the aggressive plan is around 70% in equity funds, 15% in liquid and/or money market funds, 10% in other debt funds, and 5% in Gold Exchange Traded Funds.
  • As on September 30, 2018, the scheme is not ranked under CRISIL’s Fund of Funds category.
  • Further, it has generated returns of 13.64% per year over the last 5 years (as on January 18, 2019). However, the returns over the last year have been negative (-3.45%).

Fund Information and Statistics of Aditya BSL Financial Planning Fund of Funds - Aggressive

Inception / Launch Date

The scheme was launched on 09 May 2011 by Aditya Birla Sun Life Mutual Fund.

Risk Level

According to the investment objective and asset allocation of the scheme, it has a Moderately-high risk level associated with it.

Redemption

The redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

Fund Manager(s)

Mr. Shravan Sreenivasula is the Fund Manager of the Aditya BSL Financial Planning Fund of Funds - Aggressive since December 15, 2014.

Entry / Exit Load

There is no entry load in this scheme. The exit load structure is as follows :-

  • If any units are redeemed after the completion of 365 days from the date of allotment of the said units, then the exit load = Nil
  • If the units are redeemed within 365 days from the date of allotment of the said units, then the exit load = 1% of the applicable NAV

Tax benefits of investing in Aditya BSL Financial Planning Fund of Funds - Aggressive

The following taxes are applicable to income arising from investing in this scheme:

  • STCG tax (units are held for a period of less than 12 months) of 15 percent on redemption of units.
  • LTCG (units are held for a period of more than 12 months), in excess of Rs 1 Lakh, is taxed at 10 percent without indexation benefits on the redemption of units.

About Aditya Birla Sun Life Mutual Fund

The Aditya Birla Sun Life Mutual Fund (ABSLMF) is a joint venture between the Aditya Birla Group and Sun Life Financial Inc. from Canada. It was established in 1994 and over the years have earned the trust of millions of investors and currently manages over 6.6 million investor folios and more than Rs. 2,500 billion of assets under management. The fund house offers a wide array of schemes to suit the requirements of different investors

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Frequently Asked Questions

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Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns