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

Fund Returns

NAV Rs. 16.56 -4.39 %
(as on March 27, 2020)
1 yr Return -7.60 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 16.56 -4.39 %
(as on March 27, 2020)
-7.60 % 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. 13.51 cr.
Category Hybrid | Multi Asset Allocation
Fund Manager Vinod Narayan Bhat
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark Crisil Hybrid 50+50 - Moderate Index
Risk Profile Balanced
Risk Rating 5 / 10

Investment Information

Min. Investment Rs. 1000.00
Min. Investment SIP Rs. 1000.00
Expense Ratio 1.27 %
Exit load 1% on or before 365D, Nil after 365D

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 -10.6 -11.05 -8.29 -7.6 - -
Rank Within Category 64 56 None 71 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. 13.51 cr.
Category Hybrid | Multi Asset Allocation Fund Manager Vinod Narayan Bhat
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark Crisil Hybrid 50+50 - Moderate Index
Risk Profile Balanced Risk Rating 5 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 1000.00 Rs. 1000.00 1.27 % 1% on or before 365D, Nil after 365D

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 -10.6 -11.05 -8.29 -7.6 - -
Rank Within Category 64 56 None 71 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
ABSL Financial Planning Fund - Prudent Plan - Regular Plan - Dividend Option -7.6 - - 13.51

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/