Aditya Birla Sun Life Financial Planning Fof Aggressive Plan Idcw

47.17
NAV (Jul 16,2024)

Introducing the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW. With a current scheme AUM of ₹191.51 crores and a minimum investment requirement of just ₹100, this plan is designed to help investors grow their wealth by actively managing their finances. Established on May 9, 2011, this plan offers an expense ratio of 1.07% and has no lock-in period. Take advantage of this opportunity to invest and secure your financial future.

Aditya Birla Sun Life Financial Planning Fof Aggressive Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Financial Planning Fof Aggressive Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    1.03
  • Sharpe
    UM_URBAN_MONEY

    0.20
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.07%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

191.51 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 18, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

11,277.47 (12.77%)11,635.22 (16.35%)13,504.7 (35.05%)16,101.03 (61.01%)22,815.17 (128.15%)
33,832.41 (12.77%)34,905.66 (16.35%)40,514.1 (35.05%)48,303.09 (61.01%)68,445.51 (128.15%)
56,387.35 (12.77%)58,176.1 (16.35%)67,523.5 (35.05%)80,505.15 (61.01%)1,14,075.85 (128.15%)
90,219.76 (12.77%)93,081.76 (16.35%)1,08,037.6 (35.05%)1,28,808.24 (61.01%)1,82,521.36 (128.15%)
1,12,774.7 (12.77%)1,16,352.2 (16.35%)1,35,047 (35.05%)1,61,010.3 (61.01%)2,28,151.7 (128.15%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • KOTAK MULTICAP FUND DIRECT PLAN GROWTH10.84%
  • HDFC LARGE & MID CAP FD GR OPT DIR PLAN10.62%
  • ICICI Prudential Bluechip Fund Direct Plan Growth9.48%
  • Kotak Emerging Equity Scheme Growth Direct8.06%
  • Nippon India Growth Fund DR GR7.66%
  • Aditya Birla Sun Life Small Cap Fund Growth Direct Plan7.38%
  • Nippon India Small Cap Fund Direct Plan Growth Plan6.75%
  • Aditya Birla Sun Life Flexi Cap Fund Growth Direct Plan6.61%
  • Aditya Birla Sun Life Frontline Equity Fund Growth Direct Plan6.23%
  • MIRAE ASSET MIDCAP FUND DIR GR OPTION5.84%
  • HDFC Low Duration Fund Direct Plan Growth5.55%
  • ICICI Prudential Savings Fund Direct Plan Growth5.19%
  • Aditya Birla Sun Life Gold ETF4.53%
  • Aditya Birla Sun Life Short Term Fund Growth Direct Plan3.71%
  • Clearing Corporation of India Limited1.00%
  • HDFC Corporate Bond Fund Growth Option Direct Plan0.88%
  • Net Receivables Payables-0.34%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

UTI Silver ETF Fund of Fund - Growth - Direct PlanUTI Silver ETF Fund of Fund - Growth - Direct Plan

COMMODITY

Very High

38.41%

Franklin India Dynamic Asset Allocation Fund of Funds - GrowthFranklin India Dynamic Asset Allocation Fund of Funds - Growth

OTHER

High

27.36%

Tata Nifty India Digital ETF Fund of Fund - Regular Plan - GrowthTata Nifty India Digital ETF Fund of Fund - Regular Plan - Growth

OTHER

Very High

23.89%

Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan - GrowthNippon India Nifty Next 50 Junior BeES FoF - Regular Plan - Growth

OTHER

Very High

22.87%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

22.37%

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

16.19%

HSBC Managed Solutions India - Growth - GrowthHSBC Managed Solutions India - Growth - Growth

OTHER

Very High

13.14%

Motilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Regular Plan - GrowthMotilal Oswal Asset Allocation Passive Fund of Fund - Aggressive - Regular Plan - Growth

OTHER

Very High

11.19%

Axis All Seasons Debt Fund of Funds - Regular Plan - GrowthAxis All Seasons Debt Fund of Funds - Regular Plan - Growth

OTHER

Moderately High

9.67%

BHARAT Bond FOF - April 2023 - Regular Plan - GrowthBHARAT Bond FOF - April 2023 - Regular Plan - Growth

OTHER

Low

6.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan - GrowthNippon India Nifty Next 50 Junior BeES FoF - Regular Plan - Growth

OTHER

Very High

43.92%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

37.88%

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

32.52%

Mirae Asset Equity Allocator Fund of Fund - Regular Plan - GrowthMirae Asset Equity Allocator Fund of Fund - Regular Plan - Growth

OTHER

Very High

31.83%

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

Very High

31.41%

HSBC Managed Solutions India - Growth - GrowthHSBC Managed Solutions India - Growth - Growth

OTHER

Very High

30.90%

UTI Silver ETF Fund of Fund - Growth - Direct PlanUTI Silver ETF Fund of Fund - Growth - Direct Plan

COMMODITY

Very High

27.19%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

25.94%

Bandhan All Seasons Bond Fund - Regular Plan - GrowthBandhan All Seasons Bond Fund - Regular Plan - Growth

OTHER

Moderate

6.61%

BHARAT Bond FOF - April 2023 - Regular Plan - GrowthBHARAT Bond FOF - April 2023 - Regular Plan - Growth

OTHER

Low

5.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

20.28%

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

Very High

20.19%

Nippon India Nifty Next 50 Junior BeES FoF - Regular Plan - GrowthNippon India Nifty Next 50 Junior BeES FoF - Regular Plan - Growth

OTHER

Very High

19.53%

Franklin India Dynamic Asset Allocation Fund of Funds - GrowthFranklin India Dynamic Asset Allocation Fund of Funds - Growth

OTHER

High

19.02%

Mirae Asset Equity Allocator Fund of Fund - Regular Plan - GrowthMirae Asset Equity Allocator Fund of Fund - Regular Plan - Growth

OTHER

Very High

18.57%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

18.02%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

17.42%

HSBC Managed Solutions India - Growth - GrowthHSBC Managed Solutions India - Growth - Growth

OTHER

Very High

15.35%

BHARAT Bond FOF - April 2023 - Regular Plan - GrowthBHARAT Bond FOF - April 2023 - Regular Plan - Growth

OTHER

Low

6.33%

Bandhan All Seasons Bond Fund - Regular Plan - GrowthBandhan All Seasons Bond Fund - Regular Plan - Growth

OTHER

Moderate

4.99%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Multi Asset Allocator Fund of Fund - Dynamic - GrowthKotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

OTHER

Very High

21.63%

Quantum Equity Fund of Fund - Growth - Direct PlanQuantum Equity Fund of Fund - Growth - Direct Plan

OTHER

Very High

18.57%

ICICI Prudential Passive Strategy Fund (FOF) - GrowthICICI Prudential Passive Strategy Fund (FOF) - Growth

OTHER

Very High

16.39%

HSBC Managed Solutions India - Growth - GrowthHSBC Managed Solutions India - Growth - Growth

OTHER

Very High

15.57%

HDFC Dynamic PE Ratio Fund of Funds - Regular Plan - GrowthHDFC Dynamic PE Ratio Fund of Funds - Regular Plan - Growth

OTHER

High

14.83%

Franklin India Dynamic Asset Allocation Fund of Funds - GrowthFranklin India Dynamic Asset Allocation Fund of Funds - Growth

OTHER

High

11.95%

Bandhan All Seasons Bond Fund - Regular Plan - GrowthBandhan All Seasons Bond Fund - Regular Plan - Growth

OTHER

Moderate

6.49%

Fund Managers

VB

Mr. Vinod Narayan BhatFund Manager

Mr. Bhat has an overall experience of 18 years with over 12 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018 as Head of Investor Communications (Investments - Equity). Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate Investment Banking. He was also an Associate - Investment Banking with Credit Suisse (USA).

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Compare with similar Funds

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW

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FAQ's

What is the risk level associated with the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW?

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW as of Jul 16,2024?

The current NAV of the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW as of Jul 16,2024 is INR 47.17.

What are the returns generated by the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW over the past 1, 3, and 5 years?

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW has delivered strong returns of 29.04%, 15.97%, and 15.60% over the past 1 year, 3 years, and 5 years respectively.

What is the expense ratio associated with the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW?

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW has an expense ratio of 1.07%.

What is the minimum investment amount required for the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW?

The minimum investment amount for the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW is INR 100.

Is there a systematic investment plan (SIP) available for the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW?

Yes, Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - IDCW offers SIP starting from INR 100 per month.

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