Aditya Birla Sun Life Financial Planning FOF Conservative Plan Direct Plan Growth Option

Returns per yr (5 year Avg)
7.35%
NAV as on Oct 20 2020
(+0.03)21.2045

Launching Soon!

Invest in direct mutual funds on cleartax and earn upto 1.5% extra returns annually!

Fund Summary
More about Fund
Related funds
Why Cleartax
FAQs

Fund Summary

Period	Returns(per year)
10 Years	--
5 Years	7.35%
3 Years	6.16%
1 Year	10.03%
6 Months	10.34%

Fund Details
ISIN	INF084M01EQ8
Risk	Moderate Risk
Fund Type	Fund of Funds
NAV	21.2045
Exit Load	1% for 365 Days

More about this fund

Top Holdings	Weightage
HDFC Corporate Bond Dir Gr	17.54%
IDFC Banking & PSU Debt Dir Gr	14.65%
ICICI Pru Savings Dir Gr	14.19%
Aditya BSL Short Term Dir Gr	10.82%
Aditya BSL Gold ETF	9.89%
Kotak Standard Multicap Dir Gr	5.7%
Kotak Emerging Equity Dir Gr	4.88%
Aditya BSL Equity Dir Gr	4.46%
Aditya BSL Nifty ETF	4.34%
Tata Large & Mid Cap Dir Gr	4.08%

Customer Reviews

" Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "
HarishIT Developer, Bangalore
" I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "
PrateekSoftware Engineer, Indore
" Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "
RahulCampus Manager, Bangalore

Invest Now in 3 Easy Steps

1Select amount to invest
2Enter Personal Details
3Pay and your are done!

Why ClearTax Invest?

Our experts do all the research and offer only the BEST mutual funds
Trusted by Over 25 Lakh Indians
Invest in just 5 minutes
No paperwork required
Simple and easy to use

Frequently Asked Questions

What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What is recommended investment duration?
It is the suggested period for which one should invest in a mutual fund. It does not mean that the money will be locked-in for that period. While the investor can withdraw the money anytime before, it is advisable to stay invested for the suggested period to reap the best benefits (returns).
What are large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization (total value of outstanding shares). Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards Multi-cap funds invest in small cap, mid cap and large cap companies
What are liquid funds?
Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment. Investing in mutual funds will give you higher returns as compared to a savings account which generally offer interests below 4%. At the same time, you can get your money out of liquid funds any time without any penalty or cost.
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years. ELSS has benefits over other conventional tax saving instruments like FDs, NPS, etc. It has the lowest lock in period and the returns are higher than the other tax-saving schemes.
Read More

Launching Soon!

Invest in direct mutual funds on cleartax and earn upto 1.5% extra returns annually!

Risk: Moderate Risk

What does risk mean?

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