Aditya Birla Sun Life Financial Planning FOF Moderate Plan Direct Plan Pyt Inc Dist cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 18.07%
RETURNS (5 YEARS) 18.07%
NAV ₹38.49
Sub-Type funds of funds
Rating
-
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
3.29%
3M
-0.37%
6M
-4.43%
1Y
11.90%
3Y
13.03%
5Y
18.07%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹33.85 Cr

    AUM Fund Size

  • 1.25%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 1.0% if redeemed within 0-365 days

    0% if redeemed after 365 days

    Exit Load

Top 10 Holdings

  • 11.05%
  • 10.65%
  • 10.44%
  • 10.12%
  • 10.01%
  • 9.9%
  • 9.51%
  • 8.76%
  • 7.56%
  • 5.63%
  • Vinod Bhat

    Manager

  • Dhaval Joshi

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderate