Aditya Birla Sun Life Financial Planning Fof Moderate Plan Growth Direct Plan

Risk: High
₹ 42.37
NAV (Jul 25,2024)

Introducing the Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan. This plan has an expense ratio of 0.38% and a minimum investment requirement of ₹100. It has no lock-in period and was established on January 1, 2013. With a scheme AUM of ₹33.11, this plan is designed to help you achieve your financial goals. Invest in this plan today and secure your financial future.

Aditya Birla Sun Life Financial Planning Fof Moderate Plan Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Financial Planning Fof Moderate Plan Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.35

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.38%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 33.11 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Jul 27, 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 %)

₹ 10,000₹ 10,794.35 (7.94%)₹ 11,359.98 (13.60%)₹ 12,670.41 (26.70%)₹ 15,074.22 (50.74%)₹ 20,744.76 (107.45%)
₹ 30,000₹ 32,383.05 (7.94%)₹ 34,079.94 (13.60%)₹ 38,011.23 (26.70%)₹ 45,222.66 (50.74%)₹ 62,234.28 (107.45%)
₹ 50,000₹ 53,971.75 (7.94%)₹ 56,799.9 (13.60%)₹ 63,352.05 (26.70%)₹ 75,371.1 (50.74%)₹ 1,03,723.8 (107.45%)
₹ 80,000₹ 86,354.8 (7.94%)₹ 90,879.84 (13.60%)₹ 1,01,363.28 (26.70%)₹ 1,20,593.76 (50.74%)₹ 1,65,958.08 (107.45%)
₹ 1,00,000₹ 1,07,943.5 (7.94%)₹ 1,13,599.8 (13.60%)₹ 1,26,704.1 (26.70%)₹ 1,50,742.2 (50.74%)₹ 2,07,447.6 (107.45%)

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

  • ICICI Prudential Savings Fund Direct Plan Growth11.27%
  • KOTAK MULTICAP FUND DIRECT PLAN GROWTH9.52%
  • Aditya Birla Sun Life Short Term Fund Growth Direct Plan9.51%
  • HDFC LARGE & MID CAP FD GR OPT DIR PLAN9.26%
  • HDFC Low Duration Fund Direct Plan Growth9.25%
  • Nippon India Growth Fund DR GR7.58%
  • ICICI Prudential Bluechip Fund Direct Plan Growth6.52%
  • Aditya Birla Sun Life Small Cap Fund Growth Direct Plan5.80%
  • Kotak Emerging Equity Scheme Growth Direct5.00%
  • Aditya Birla Sun Life Frontline Equity Fund Growth Direct Plan4.46%
  • Aditya Birla Sun Life Flexi Cap Fund Growth Direct Plan4.20%
  • Nippon India Small Cap Fund Direct Plan Growth Plan4.06%
  • Aditya Birla Sun Life Gold ETF3.86%
  • MIRAE ASSET MIDCAP FUND DIR GR OPTION3.85%
  • HDFC Corporate Bond Fund Growth Option Direct Plan3.34%
  • BANDHAN BANKING & PSU DEBT FD DIRECT GR1.68%
  • Clearing Corporation of India Limited1.24%
  • Net Receivables Payables-0.41%

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%

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

OTHER

Very High

33.47%

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

OTHER

High

27.36%

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

OTHER

High

22.37%

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

OTHER

Very High

21.27%

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

OTHER

Very High

16.19%

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

OTHER

Very High

14.83%

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

OTHER

Moderately High

9.67%

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

OTHER

Moderate

7.52%

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%

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

OTHER

Very High

41.46%

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

OTHER

Very High

32.52%

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

OTHER

Very High

29.32%

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%

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

OTHER

High

25.14%

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

23.63%

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

OTHER

Moderately High

7.18%

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

19.54%

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%

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

15.67%

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

OTHER

Low

6.33%

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

OTHER

Moderately High

5.52%

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

OTHER

Moderate

5.19%

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

21.40%

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

OTHER

Very High

19.18%

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

OTHER

Very High

17.25%

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

OTHER

Very High

16.39%

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

6.40%

Show all Funds

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).

Get your latest Credit Score, FREE

Compare with similar Funds

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

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

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

Quantum Equity Fund of Fund - Growth - Direct Plan

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

Bandhan All Seasons Bond Fund - Regular Plan - Growth

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

BHARAT Bond FOF - April 2023 - Regular Plan - Growth

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

ICICI Prudential Passive Strategy Fund (FOF) - Growth

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

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

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

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

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

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

Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan

vs

UTI Silver ETF Fund of Fund - Growth - Direct Plan

FAQ's

What is the risk level associated with the Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan?

The Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan as of Jul 25,2024?

The current NAV of the Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan as of Jul 25,2024 is INR 42.37.

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

The Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan has delivered strong returns with 24.00% over the last year, 13.80% over the last 3 years, and 13.84% over the last 5 years.

What is the expense ratio associated with the Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan?

The Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan has a low expense ratio of 0.38%.

What is the minimum investment amount required for the Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan?

The Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Growth - Direct Plan requires a minimum investment of INR 100.

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

Yes, Aditya Birla Sun Life offers SIP for their Financial Planning FOF Moderate Plan - Growth - Direct Plan, with a minimum investment of INR 100 per month.

Most Popular on Urban Money

Scheme Other Funds

Most Trusted AMC

Mutual Funds Calculator

Best Other Mutual Funds

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your