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

hybrid

RETURNS (5 YEARS) 15.90%

RETURNS (5 YEARS) 15.90%

NAV ₹41.27

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.81%

3M

10.46%

6M

6.55%

1Y

7.76%

3Y

16.74%

5Y

15.90%

Fund Essentials

01 Jan 2013

Fund Started
₹37.38 Cr

AUM Fund Size
0.78%

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 11.84%
Aditya BSL Flexi Cap Dir Gr 10.54%
Kotak Multicap Dir Gr 10.44%
ICICI Pru Bluechip Dir Gr 10.23%
HDFC Corporate Bond Dir Gr 9.84%
Aditya BSL Gov Sec Dir Gr 9.62%
Aditya BSL Gold ETF 8.94%
Kotak Dynamic Bond Dir Gr 8.32%
Aditya BSL Short Term Dir Gr 7.89%
Aditya BSL Nifty Next 50 Idx Dir Gr 6.41%

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