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

HybridMulti Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return13.5%
  • 3 yr return7.6%
  • 5 yr return8.7%
  • Expense Ratio1.13%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees12.4
  • NAVRupees21.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Top Holdings

  • Companies %
  • ICICI Prudential Savings Fund - Direct Plan 15.4
  • HDFC Corporate Bond Fund -Direct Plan - Growth Option 14.1
  • IDFC Banking & PSU Debt Fund-Direct Plan- Growth Option 13.9
  • Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan 11.4
  • ADITYA BIRLA SUN LIFE NIFTY ETF - GROWTH 8
  • Aditya Birla Sun Life Gold ETF 6.8
  • Kotak Emerging Equity Scheme - Growth - Direct 5.7
  • Kotak Standard Multicap Fund - Growth - Direct 5.7
  • Tata Large & Mid Cap Fund -Direct Plan - Growth Option 5.2
  • Aditya Birla Sun Life Equity Fund - Growth - Direct Plan 4.6
  • Axis Focused 25 Fund - Direct Plan - Growth Option 4.1
  • Sectors %
  • Mutual Fund91.5
  • Others6.8
  • Cash/Deposits/Margins/Treps/Repo/Swaps1.6

Fund House