Aditya Birla Sun Life Financial Planning FOF Moderate Growth - Latest NAV ₹21.5377, Returns, Performance & Portfolio

Aditya Birla Sun Life Financial Planning FOF Moderate Growth

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    6.88%
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    (+0.13)21.5377

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years6.88%
3 Years4.64%
1 Year10.59%
6 Months1.7%
Fund Details
ISININF084M01077
RiskModerately High risk
Fund TypeFund of Funds
NAV21.5377
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Kotak Standard Multicap Dir Gr11.6%
HDFC Corporate Bond Dir Gr9.67%
Axis Focused 25 Dir Gr8.97%
Axis Banking & PSU Debt Dir Gr8.93%
Aditya BSL Gold ETF8.82%
Aditya BSL Nifty ETF7.36%
Tata Large & Mid Cap Dir Gr7.09%
Aditya BSL Equity Dir Gr6.2%
Aditya BSL Focused Eq Dir Gr6.08%
Aditya BSL Corporate Bond Dir Gr5.21%

About Aditya BSL Financial Planning Fund of Funds - Prudent

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

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

  • The asset allocation of the Prudent plan is around 40% in equity funds, 30% in liquid and/or money market funds, 20% in other debt funds, and 10% 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 10.29% per year over the last 5 years (as on January 18, 2019).

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

i) Inception / Launch Date

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

ii) Risk Level

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

iii) Redemption

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

iv) Fund Manager(s)

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

v) 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 - Prudent

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

  • Short-term capital gains are taxed at 15%
  • Long-term capital gains in excess of Rs. 1 lakh are taxed at 10% without indexation benefits.

About Aditya Birla Sun Life Mutual Fund

The Aditya Birla Sun Life Mutual Fund or ABSLMF was established in 1994 through a joint venture between the Aditya Birla Group and Sun Life Financial Inc. from Canada. It is one of the leading fund houses in India today and offers a wide range of investment products for different financial goals and risk preferences of 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