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

hybrid

RETURNS (5 YEARS) 13.43%

RETURNS (5 YEARS) 13.43%

NAV ₹37.63

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

-1.63%

3M

-1.41%

6M

-3.27%

1Y

8.23%

3Y

12.33%

5Y

13.43%

Fund Essentials

01 Jan 2013

Fund Started
₹35.38 Cr

AUM Fund Size
1.23%

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 11.64%
Kotak Multicap Dir Gr 10.64%
Aditya BSL Flexi Cap Dir Gr 10.35%
Aditya BSL Gov Sec Dir Gr 10.25%
ICICI Pru Bluechip Dir Gr 10.19%
HDFC Corporate Bond Dir Gr 9.96%
Aditya BSL Gold ETF 8.79%
Kotak Dynamic Bond Dir Gr 8.39%
Aditya BSL Short Term Dir Gr 7.2%
HDFC Large and Mid Cap Dir Gr 5.85%

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