| NAV | Rs. 18.86
-0.29 %
(as on Dec. 6, 2019) |
|---|---|
| 1 yr Return | 6.62 % |
| 3 yr. Return | 6.20 % |
| 5 yr. Return | 6.47 % |
| NAV | 1 yr Return | 3 yr. Return | 5 yr. Return |
|---|---|---|---|
| Rs. 18.86
-0.29 %
(as on Dec. 6, 2019) |
6.62 % | 6.20 % | 6.47 % |
SIP Start Date
SIP End Date
| 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 |
| Min. Investment | Rs. 1000.00 |
| Min. Investment SIP | Rs. 1000.00 |
| Expense Ratio | 1.17 % |
| Exit load | 1% on or before 1Y, Nil after 1Y |
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
| 1M | 3M | 6M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Fund | 0.82 | 3.32 | 2.59 | 6.62 | 6.2 | 6.47 |
| Rank Within Category | 78 | 49 | None | 62 | 36 | 32 |
| 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 |
| connect@birlasunlife.com | |
| Website | https://mutualfund.adityabirlacapital.com/ |
| 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 |
| Min. Investment | Min. Investment SIP | Expense Ratio | Exit Load |
| Rs. 1000.00 | Rs. 1000.00 | 1.17 % | 1% on or before 1Y, Nil after 1Y |
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
| 1M | 3M | 6M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Fund | 0.82 | 3.32 | 2.59 | 6.62 | 6.2 | 6.47 |
| Rank Within Category | 78 | 49 | None | 62 | 36 | 32 |
| Fund | Return 1Y (%) | Return 3Y (%) | Return 5Y (%) | AUM(cr.) |
|---|---|---|---|---|
| Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option | 6.62 | 6.2 | 6.47 | 4.42 |
| Tata Retirement Savings Fund -Regular Plan -Progressive -Growth | 14.32 | 15.93 | 11.27 | 624.72 |
| Tata Retirement Savings Fund Moderate -Regular Plan (Growth) | 10.88 | 13.07 | 10.58 | 1,048.85 |
| Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth | 13.36 | 12.82 | - | 2,808.50 |
| HDFC Balance Advantage Fund - Growth Option | 8.38 | 11.9 | 7.65 | 44,109.84 |
| SBI Equity Hybrid Fund - Regular Plan -Growth | 14.08 | 11.48 | 9.88 | 30,906.44 |
| 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 |
| connect@birlasunlife.com | |
| Website | https://mutualfund.adityabirlacapital.com/ |