Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment

Other Create Wealth
FoFs (Domestic) - Debt Oriented
Category Rank
Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment
Rating
Fund
Time to Invest
Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment
NAV
22.623
(05/03/2021)
L 52Wk H
15.83
22.79
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Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment

Other
FoFs (Domestic) - Debt Oriented
Create Wealth
Rank Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment
Fund
NAV
22.623
(05/03/2021)
Time to Invest
Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment
Rating
L 52Wk H
15.83
22.79
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. .

Category
  • FoFs (Domestic) - Debt Oriented
Benchmark
  • CRISIL Hybrid 50+50 - Moderate Index
Returns
Absolute
1M
1.10%
3M
6.63%
6M
16.35%
Annualised
1Y
21.66%
3Y
9.80%
5Y
10.74%
Historical NAV
NAV for scheme Aditya Birla Sun Life Financial Planning FOF Moderate Plan - Dividend is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment

AUM

23.65 Cr
Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment AUM is 96% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

1.31%
Aditya Birla Sun Life Financial Planning Fof - Moderate Plan - Dividend Reinvestment Expense Ratio is 84% lower than other schemes in the category

Turnover Ratio

NA