Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.97 | 16.68 | 15.77 | 12.81 |
Average Rolling Returns(%) | 15.45 | 13.81 | 12.39 | 13.61 |
The Current NAV of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan is ₹50.39.
It is better to invest in a fund with a longer track record as Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Hybrid 35+65 - Aggressive Index returns, as Funds portfolio is significantly different.
Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan fund’s expense ratio is 0.35%
The process for redemption is
The AUM of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan is currently ₹196 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a FoFs (Domestic) - Equity Oriented it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan Fund is FoFs (Domestic) - Equity Oriented.
Vinod Narayan Bhat manages the Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan Fund.
Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan is Stocks : 0%, Debt : 0.78% and Gold : 99.22%
The minimum SIP amount for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹100.00
The exit load for Aditya Birla Sun Life Financial Planning FOF Aggressive Plan - Growth - Direct Plan is 1% on or before 365 days, Nil after 365 days