Birla Sun Life Financial Planning FoF Aggressive Add to compare
19.944
-0.0365
(-0.18%)
1 day change as on 21 Apr 2017
Investment Objective: The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Manager Investment process, as per the risk-return profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific riskreturn profile of investors.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 119.30
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Day to 365 Day; Exit Load is 1% 1000
Launch Date Fund Manager Last Dividend
09-05-2011 Shravan Kumar Sreenivasula 0.00
Benchmark Email / Website Bonus
Crisil Composite Bond Fund Index, Crisil Liquid Fund Index, Prices of Gold, Nifty 50 connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Birla Sun Life Financial Planning FoF Aggressive 123.60 2.24 9.03 5.24 19.63 16.98 14.44 12.29
HDFC Dynamic PE Ratio Fund of Funds 19.38 3.22 8.65 6.39 23.29 12.36 10.44 10.29
Quantum Equity FoF 12.70 2.28 11.37 6.49 23.27 20.15 17.64 15.41
HSBC Managed Solutions India - Growth 140.90 1.94 9.10 6.04 22.20 -- -- 16.5
ICICI Prudential Very Aggressive Plan 4.80 0.49 6.37 9.24 20.02 14.56 12.54 14.92
HSBC Managed Solutions India - Moderate 215.58 1.77 7.41 5.42 19.44 -- -- 14.86
Top 10 Holdings
Company Name Sector Name Asset %
Motilal Oswal Mutual Fund (MOSt Focused Multicap 35-Direct Plan-Growth Option) Mutual Funds 16.75
Birla Sun Life Mutual Fund (Birla Sun Life Advantage Fund - Dir - Growth) Mutual Funds 15.28
Birla Sun Life Mutual Fund (Birla Sun Life Frontline Equity Fund - Plan A - Dir - Growth) Mutual Funds 14.14
Birla Sun Life Mutual Fund (Birla Sun Life Cash Plus - Growth - Direct Plan) Mutual Funds 13.53
Mirae Asset Mutual Fund (Mirae Asset India Opportunities Fund - Direct Plan - Growth) Mutual Funds 12.89
 
Company Name Sector Name Asset %
SBI Mutual Fund (SBI Blue Chip Fund-Direct Plan -Growth) Mutual Funds 12.18
Birla Sun Life Mutual Fund (Birla Sun Life MediumTerm Plan -Gr - Direct Plan) Mutual Funds 5.89
Reliance Mutual Fund (R*Shares Gold BeES) Mutual Funds 2.73
IDFC Mutual Fund (IDFC D B F - Dir - Growth) Mutual Funds 2.55
Birla Sun Life Mutual Fund (Birla Sun Life Short Term Fund - Direct Plan - Growth) Mutual Funds 2.12
AUM Movement
Asset Allocation