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

hybrid

RETURNS (5 YEARS) 16.42%

RETURNS (5 YEARS) 16.42%

NAV ₹39.36

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

3.63%

3M

7.91%

6M

13.15%

1Y

25.79%

3Y

14.22%

5Y

16.42%

Fund Essentials

01 Jan 2013

Fund Started
₹36.99 Cr

AUM Fund Size
1.22%

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 11.56%
Aditya BSL Short Term Dir Gr 11.4%
Kotak Multicap Dir Gr 10.66%
HDFC Large and Mid Cap Dir Gr 10.4%
ICICI Pru Savings Dir Gr 10.08%
ICICI Pru Bluechip Dir Gr 9.73%
Aditya BSL Gov Sec Dir Gr 9.46%
Aditya BSL Flexi Cap Dir Gr 8.62%
Nippon India Small Cap Dir Gr 4.74%
Aditya BSL Frontline Equity Dir Gr 4.16%

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