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

hybrid

RETURNS (5 YEARS) 14.98%

RETURNS (5 YEARS) 14.98%

NAV ₹41.50

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

1.82%

3M

1.51%

6M

12.21%

1Y

4.05%

3Y

15.04%

5Y

14.98%

Fund Essentials

01 Jan 2013

Fund Started
₹37.42 Cr

AUM Fund Size
1.16%

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

Aditya BSL Short Term Dir Gr 13.62%
HDFC Corporate Bond Dir Gr 13.57%
Nippon India Growth Mid Cap Dir Gr 10.9%
Kotak Multicap Dir Gr 10.53%
Aditya BSL Flexi Cap Dir Gr 10.51%
ICICI Prudential Large Cap Dir Gr 10.26%
Aditya BSL Large Cap Dir Gr 9.92%
Aditya BSL Gov Sec Dir Gr 9.22%
Kotak Dynamic Bond Dir Gr 8.14%

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