Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan

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  • (-0.74%)Nav, as on 21-02-2025

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Fund Overview Growth | Direct Plan

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Fund 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 Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Direct Plan - Growth Option -2.87 -3.18 7.90 14.17 15.93 13.43
Crisil 10 Yr Gilt Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Direct Plan - Growth Option Jan 01, 2013 7.90 14.17 15.93 0.42 208.52
ICICI Prudential Thematic Advantage Fund (FOF) - Direct Plan - Growth Apr 04, 2013 13.70 17.76 24.22 0.43 2,265.90
ICICI Prudential BHARAT 22 FOF - Direct Plan Cumulative Option Jun 29, 2018 -3.01 27.34 24.76 0.12 2,177.77
Nippon India Nifty Next 50 Junior BeES FoF - Direct Plan - Growth Plan - Growth Option Mar 08, 2019 4.43 14.97 16.71 0.16 491.85
ICICI Prudential Passive Strategy Fund (FOF) - Direct Plan - Growth Jan 01, 2013 6.35 15.07 17.06 0.18 173.27
Quantum Equity Fund of Funds - Direct Plan Growth Option Jul 20, 2009 8.50 13.06 15.13 0.51 121.24

Fund Holdings as on 31-January-2025

  • Nippon India Growth Fund - DR - GR

  • ICICI Prudential Bluechip Fund - Direct Plan - Growth

  • Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan

  • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH

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

  • HDFC Corporate Bond Fund - Growth Option - Direct Plan

  • Aditya Birla Sun Life Gold ETF

  • ABSL GOVERNMENT SEC FUND-DG

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

  • ABSL NIFTY NEXT 50 INDEX-DG

  • Clearing Corporation of India Limited

  • Net Receivables / (Payables)

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Fund Manager

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About Aditya Birla Sun Life Financial Planning FOF Aggressive Plan

Scheme Analysis

Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is a FoFs (Domestic) - Equity Oriented fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 01-Jan-2013 and currently has an AUM of ₹208.52 crore. Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is benchmarked against Crisil 10 Yr Gilt Index as primary index and CRISIL Hybrid 35+65 - Aggressive Index as secondary index.

The NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan ended down ₹-0.39(-0.74%)yesterday to ₹52.7064.

Among its top 3 holdings the fund has exposure to Nippon India Growth Fund - DR - GR, and

The Aditya Birla Sun Life Financial Planning FOF Aggressive Plan is managed by Vinod Narayan Bhat .

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111