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

38.39
NAV (Feb 23,2024)

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

0.38%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

33.11 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹100.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Feb 25, 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 %)

10,942.92 (9.43%)11,344.86 (13.45%)12,596.45 (25.96%)14,739.51 (47.40%)19,450.26 (94.50%)
32,828.76 (9.43%)34,034.58 (13.45%)37,789.35 (25.96%)44,218.53 (47.40%)58,350.78 (94.50%)
54,714.6 (9.43%)56,724.3 (13.45%)62,982.25 (25.96%)73,697.55 (47.40%)97,251.3 (94.50%)
87,543.36 (9.43%)90,758.88 (13.45%)1,00,771.6 (25.96%)1,17,916.08 (47.40%)1,55,602.08 (94.50%)
1,09,429.2 (9.43%)1,13,448.6 (13.45%)1,25,964.5 (25.96%)1,47,395.1 (47.40%)1,94,502.6 (94.50%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

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)

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

OTHER

Very High

27.40%

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%

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

OTHER

Very High

14.83%

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

OTHER

Very High

14.52%

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%

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

OTHER

Low

6.88%

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

OTHER

Moderate

6.75%

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

COMMODITY

Very High

-5.95%

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%

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

OTHER

Very High

31.83%

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

OTHER

Very High

29.66%

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

7.23%

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

OTHER

Moderate

6.91%

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

20.25%

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%

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

OTHER

Very High

16.31%

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

OTHER

Very High

16.02%

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

4.88%

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

19.46%

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

OTHER

Very High

16.39%

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

OTHER

Very High

15.58%

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

OTHER

Very High

15.38%

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

6.83%

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