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

hybrid

RETURNS (5 YEARS) 14.76%

RETURNS (5 YEARS) 14.76%

NAV ₹38.63

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.54%

3M

-4.08%

6M

2.74%

1Y

16.25%

3Y

13.56%

5Y

14.76%

Fund Essentials

01 Jan 2013

Fund Started
₹36.27 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

HDFC Corporate Bond Dir Gr 14.5%
Nippon India Growth Dir Gr 12.2%
Kotak Multicap Dir Gr 11.02%
Aditya BSL Gov Sec Dir Gr 10.98%
HDFC Large and Mid Cap Dir Gr 10.76%
Aditya BSL Flexi Cap Dir Gr 10.58%
ICICI Pru Bluechip Dir Gr 10.26%
Kotak Dynamic Bond Dir Gr 8.09%
Aditya BSL Gold ETF 8.02%
Aditya BSL Short Term Dir Gr 2.4%

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