Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option

Fund Returns

NAV Rs. 18.54 0.27 %
(as on May 22, 2020)
1 yr Return 0.58 %
3 yr. Return 3.85 %
5 yr. Return 5.31 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 18.54 0.27 %
(as on May 22, 2020)
0.58 % 3.85 % 5.31 %

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 -0.67 -2.77 -2.19 0.58 3.85 5.31
Rank Within Category 78 49 None 62 36 32

Fund Schemes Concentrations

# of Securities 27
Top 10 Securities 114.4 %
Top 5 Securities 77.28 %
Top 3 Securities 57.96 %
# of Sectors 2
Top 10 Sectors 100.01 %
Top 5 Sectors 100.01 %
Top 3 Sectors 100.01 %

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 -0.67 -2.77 -2.19 0.58 3.85 5.31
Rank Within Category 78 49 None 62 36 32

Fund Schemes Concentrations

# of Securities 27
Top 10 Securities 114.4 %
Top 5 Securities 77.28 %
Top 3 Securities 57.96 %
# of Sectors 2
Top 10 Sectors 100.01 %
Top 5 Sectors 100.01 %
Top 3 Sectors 100.01 %

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/