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

hybrid

RETURNS (5 YEARS) 16.72%

RETURNS (5 YEARS) 16.72%

NAV ₹39.36

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

6.28%

3M

3.51%

6M

2.33%

1Y

12.00%

3Y

15.01%

5Y

16.72%

Fund Essentials

01 Jan 2013

Fund Started
₹35.53 Cr

AUM Fund Size
1.18%

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

Nippon India Growth Dir Gr 11.44%
Aditya BSL Flexi Cap Dir Gr 10.39%
ICICI Pru Bluechip Dir Gr 10.19%
Kotak Multicap Dir Gr 10.14%
HDFC Corporate Bond Dir Gr 10.08%
Aditya BSL Gov Sec Dir Gr 9.89%
Aditya BSL Gold ETF 9.77%
Kotak Dynamic Bond Dir Gr 8.52%
Aditya BSL Short Term Dir Gr 7.68%
Aditya BSL Nifty Next 50 Idx Dir Gr 6.37%

Vinod Bhat

Manager
Dhaval Joshi

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Moderate