ABSL Financial Planning Fund - Conservative Plan - Regular Plan - Dividend Option

Fund Returns

NAV Rs. 16.87 0.27 %
(as on May 22, 2020)
1 yr Return 0.58 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 16.87 0.27 %
(as on May 22, 2020)
0.58 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date May 9, 2011
Fund Size Rs. 4.20 cr.
Category Hybrid | Multi Asset Allocation
Fund Manager Vinod Narayan Bhat
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark Crisil Short Term Debt Hybrid 75+25 Fund Index
Risk Profile Balanced
Risk Rating 5 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 0.84 %
Exit load 1% on or before 1Y, Nil after 1Y

Investment Objective

The scheme aims to generate returns by investing in portfolio of equity schemes, etfs and debt schemes as per the risk-return profile of investors. Each of the 3 plans under the scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the scheme will be realized

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.66 -2.77 -2.19 0.58 - -
Rank Within Category 78 49 None 63 None None

Peer Funds

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date May 9, 2011 Fund Size Rs. 4.20 cr.
Category Hybrid | Multi Asset Allocation Fund Manager Vinod Narayan Bhat
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark Crisil Short Term Debt Hybrid 75+25 Fund Index
Risk Profile Balanced Risk Rating 5 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 1000.00 0.84 % 1% on or before 1Y, Nil after 1Y

Investment Objective

The scheme aims to generate returns by investing in portfolio of equity schemes, etfs and debt schemes as per the risk-return profile of investors. Each of the 3 plans under the scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the scheme will be realized

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.66 -2.77 -2.19 0.58 - -
Rank Within Category 78 49 None 63 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
ABSL Financial Planning Fund - Conservative Plan - Regular Plan - Dividend Option 0.58 - - 4.20

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/