Aditya Birla Sun Life AMC Limited

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 return4.8%
  • 3 yr return9%
  • 5 yr return7.3%
  • Expense Ratio0.64%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees14.4
  • NAVRupees25

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

Riskometer

Top Holdings

  • Companies %
  • ICICI Prudential Savings Fund - Direct Plan - Growth 17.8
  • Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan 12.1
  • HDFC Low Duration Fund - Direct Plan - Growth 11
  • IDFC Banking & PSU Debt Fund - Direct Growth 10.5
  • HDFC Corporate Bond Fund - Growth Option - Direct Plan 10.1
  • Aditya Birla Sun Life Gold ETF 8.1
  • Aditya Birla Sun Life Nifty ETF 5.5
  • ICICI Prudential Bluechip Fund - Direct Plan - Growth 4.3
  • Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan 3.9
  • Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan 3.9
  • Kotak Emerging Equity Scheme - Growth - Direct 3.8
  • Sectors %
  • Mutual Fund99.4
  • Cash/Deposits/Margins/Treps/Repo/Swaps0.5

Fund House