Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option
- 1 yr return10.2%
- 3 yr return15.7%
- 5 yr return9.4%
- Expense Ratio0.98%
- Lock-in Period--
- Exit Load1%
- Fund Size (Cr)
28.7 - NAV30.2
Performance Graph
- Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator 
- Show returns for: SIP Lumpsum
- Monthly SIP ()
- Investment years: 1 3 5
- Amount invested/month: -
- Time Period: 1 years
- Estimated Returns: 0
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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
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Riskometer
Top Holdings
- Companies %
- ICICI Prudential Savings Fund - Direct Plan - Growth 11.7
- Aditya Birla Sun Life Gold ETF 9.4
- HDFC Low Duration Fund - Direct Plan - Growth 9.3
- Kotak Flexicap Fund - Growth - Direct 7.9
- HDFC FLEXI CAP FUND - DIRECT PLAN - GR 7.8
- Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan 7.5
- Kotak Emerging Equity Scheme - Growth - Direct 7.2
- Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan 7.1
- ICICI Prudential Bluechip Fund - Direct Plan - Growth 7
- Nippon India Small Cap Fund - Direct Plan - Growth Plan 6.2
- Aditya Birla Sun Life Nifty ETF 5.4
- Sectors %
- Mutual Fund98.3
- Cash/Deposits/Margins/Treps/Repo/Swaps1.6
Fund House
- Fund House Aditya Birla Sun Life AMC Limited
- Fund Manager Vinod Narayan Bhat
- Launch Date 09-May-11
- Address Mumbai - 400 013
- Email ID connect@birlasunlife.com
- Website www.zfunds.in
- SID https://mutualfund.adityabirlacapital.com/resources/forms