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

Fund Returns

NAV Rs. 17.16 -0.29 %
(as on Dec. 6, 2019)
1 yr Return 6.61 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 17.16 -0.29 %
(as on Dec. 6, 2019)
6.61 % 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 Nov. 29, 2019
Fund Size Rs. 4.42 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. 1000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 1.17 %
Exit load 1% on or before 1Y, Nil after 1Y

Investment Objective

The scheme aimsto generate returns by investing in mutual fund schemes selected in accordance with the absl amc process, 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 0.82 3.32 2.59 6.61 - -
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 Nov. 29, 2019 Fund Size Rs. 4.42 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. 1000.00 Rs. 0.00 1.17 % 1% on or before 1Y, Nil after 1Y

Investment Objective

The scheme aimsto generate returns by investing in mutual fund schemes selected in accordance with the absl amc process, 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 0.82 3.32 2.59 6.61 - -
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 6.61 - - 4.42

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/