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Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth

Hybrid | Multi Asset Allocation

(NAV as of 18/04/2024)
31.68 (-0.11)

3Y Returns

11.22%

Min SIP

500

Min Lumpsum

500

Expense Ratio

0.37%

Fund Size

18 Cr

Inception Date

01-Jan-13

Fund Manager

Vinod Narayan Bhat

Exit Load

1% on or before 1Y, Nil after 1Y.

Wealthzi View

Interest Rate Sensitivity

Market Risk / Risk Taken Compared to Benchmark

Fund Size

SIP Returns

Risk Adjusted Returns

Portfolio Credit Quality

Extra Returns Over Benchmark

Returns Consistency

Performance Against Inflation

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Mutual Fund Units

96.69%

ETF Units

3.01%

Cash/Deposits/Margins/Treps/Repo/Swaps

0.30%

Top Ten Holdings

HDFC Low Duration Fund - Direct Plan - Growth

15.08%

Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan

15.04%

ICICI Prudential Savings Fund - Direct Plan - Growth

13.76%

KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

7.51%

HDFC LARGE & MID CAP FD-GR OPT-DIR PLAN

7.03%

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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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