Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth
Medium
Risk
Other Schemes
Other
+
12.84
%
12.84
%
3Y annualised
+
0.28
%
0.28
%
1D
1M
6M
1Y
3Y
All
Fund size
34
NAV:
Mar 7, 2024
36.2416
Sector
Tech
Type
Other_schemes
Launched
May 2011
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Pru Savings Dir Gr
11.26
%
Aditya BSL Short Term Dir Gr
10.4
%
Kotak Multicap Dir Gr
10.22
%
HDFC Large and Mid Cap Dir Gr
9.52
%
HDFC Low Duration Dir Gr
9.24
%
Nippon India Growth Dir Gr
7.55
%
ICICI Pru Bluechip Dir Gr
6.81
%
Aditya BSL Small Cap Dir Gr
5.84
%
Kotak Emerging Equity Dir Gr
4.62
%
Aditya BSL Frontline Equity Dir Gr
4.54
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth
More details
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. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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