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

Fund House: Aditya Birla Sun Life Mutual Fund

Category: Fund of Funds-Domestic-Hybrid

Status: Open Ended Schemes

Launch Date: 09-05-2011

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: CRISIL Hybrid 50+50 Moderate Index

Total Assets: 37.38 As on (30-05-2025)

Expense Ratio: 1.16% As on (30-06-2025)

Turn over: 81.00% | Exit Load: For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil

NAV as on 25-07-2025

42.2066

-0.3132

CAGR Since Inception

10.66%

CRISIL Hybrid 50+50 Moderate Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 5.97 15.11 14.62 10.65 10.66
Benchmark - - - - -
Fund of Funds-Domestic-Hybrid 7.97 15.78 15.71 11.28 12.27

Funds Manager

Mr. Vinod Bhat

RETURNS CALCULATORS for Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

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PORTFOLIO ANALYSIS of Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
ABSL Fin Planning Mod Reg Gr 09-05-2011 5.97 15.53 15.11 14.62 10.65
Franklin India Income Plus Arbitrage Active FOF Gr 05-11-2014 13.81 16.15 14.05 15.16 7.5
ICICI Pru Passive Multi-Asset FOF Gr 13-01-2022 12.53 14.16 15.15 0.0 0.0
Motilal Oswal Asset Allocation FOF- C Reg Gr 12-03-2021 11.48 14.46 13.72 0.0 0.0
Nippon India Multi Asset Active FoF Reg Gr 07-02-2021 11.08 20.39 20.75 0.0 0.0
Motilal Oswal Asset Allocation FOF- A Reg Gr 10-03-2021 10.61 17.43 16.93 0.0 0.0
Quantum Multi Asset FOFs Reg Gr 05-04-2017 9.78 13.3 12.91 11.03 0.0
HDFC Multi-Asset Active FOF Gr 01-05-2021 9.48 16.37 16.86 0.0 0.0
ICICI Pru Asset Allocator Fund FOF Gr 10-12-2003 9.1 14.75 14.84 15.63 12.11
HSBC Multi Asset Active FOF Gr 30-04-2014 8.97 18.43 18.48 19.1 13.57

Asset Allocation (%)

Key Performance and Risk Statistics of Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 5.98 1.15 3.15 0.48 - -
Fund of Funds-Domestic-Hybrid - - - - - -