Aditya Birla Sun Life Financial Planning FoF Aggressive Add to compare
21.8617
0.1875
(0.87%)
1 day change as on 23 Feb 2018
Investment Objective: The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ABSLAMC process, 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 Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 130.60
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
Aditya 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
Aditya Birla Sun Life Financial Planning FoF Aggressive 131.10 -4.49 -1.45 2.69 12.61 9.20 14.47 12.05
Quantum Equity FoF 18.39 -5.99 -2.05 6.64 16.87 10.59 18.56 15.37
HSBC Managed Solutions India - Growth 161.57 -4.94 -0.12 5.71 15.88 10.10 -- 15.87
Principal Asset Allocation Fund of Funds - Aggressive Plan 1.71 -4.81 -1.23 4.82 14.70 -- -- 13.9
HSBC Managed Solutions India - Moderate 278.46 -4.10 -0.23 4.66 13.53 9.77 -- 14.15
IDFC Asset Allocation FoF - Aggressive 20.47 -3.34 -0.68 4.35 12.71 7.73 11.79 10.72
Top 10 Holdings
Company Name Sector Name Asset %
Aditya Birla Sun Life Mutual Fund Mutual Funds 16.21
Mirae Asset Mutual Fund (Mirae Asset India Opportunities Fund - Direct Plan - Growth) Mutual Funds 15.2
Aditya Birla Sun Life Mutual Fund Mutual Funds 15
Motilal Oswal Mutual Fund (MOSt Focused Multicap 35-Direct Plan-Growth Option) Mutual Funds 14.18
Aditya Birla Sun Life Mutual Fund Mutual Funds 13.28
 
Company Name Sector Name Asset %
SBI Mutual Fund (SBI Blue Chip Fund-Direct Plan -Growth) Mutual Funds 5.96
Aditya Birla Sun Life Mutual Fund Mutual Funds 5.93
Franklin Templeton Mutual Fund (Franklin India Short Term Income Plan -Direct Growth Plan) Mutual Funds 5.2
Reliance Mutual Fund Mutual Funds 3.78
Reliance Mutual Fund (R*Shares Gold BeES) Mutual Funds 3.47
AUM Movement
Asset Allocation