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

hybrid

RETURNS (5 YEARS) 14.96%

RETURNS (5 YEARS) 14.96%

NAV ₹40.75

Sub-Type funds of funds

Rating

-

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

-0.86%

3M

1.79%

6M

9.23%

1Y

6.51%

3Y

14.49%

5Y

14.96%

Fund Essentials

01 Jan 2013

Fund Started
₹37.76 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

Aditya BSL Short Term Dir Gr 13.5%
HDFC Corporate Bond Dir Gr 13.49%
Nippon India Growth Mid Cap Dir Gr 11.97%
Aditya BSL Flexi Cap Dir Gr 10.52%
Kotak Multicap Dir Gr 10.43%
ICICI Prudential Large Cap Dir Gr 10.25%
Aditya BSL Gov Sec Dir Gr 9.38%
Aditya BSL Large Cap Dir Gr 8.98%
Kotak Dynamic Bond Dir Gr 8.2%
HDFC Large and Mid Cap Dir Gr None%

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