Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
High
₹33.8760 0.29%
As on 16-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Financial Planning FoF - Conservative Plan - Regular Plan
|
|
|
High
|
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0.96 |
|
 |
|
High
|
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1.28 |
||
|
|
High
|
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1.16 |
||
|
|
Very High
|
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0.99 |
||
 |
|
Very High
|
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1.19 |
₹15 Cr
1.00 (365)
100
1
500
6
Investment Strategy
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.
Suitability
Multi Asset Allocation funds are suitable for investors:
Note:
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Aditya Birla Sun Life Financial Planning FoF - Conservative Plan - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Aditya Birla Sun Life Financial Planning FoF - Conservative Plan - Regular Plan can be bought from the Aditya Birla Sun Life Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Aditya Birla Sun Life Financial Planning FoF - Conservative Plan - Regular Plan, is ₹33.8760 as of 18-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
HDFC Corporate Bond Direct-G |
21.27
|
|
Aditya Birla SL Short Term Direct-G |
16.78
|
|
Kotak Dynamic Bond Direct-G |
14.53
|
|
Aditya Birla SL Government Securities Direct-G |
11.44
|
|
Aditya BSLGOLD ETF |
9.45
|
Over the past five years, Aditya Birla Sun Life Financial Planning FoF - Conservative Plan - Regular Plan has delivered an annualised return of 12.86% as of 18-May-2025.
The minimum investment required to start investing in Aditya Birla Sun Life Financial Planning FoF - Conservative Plan - Regular Plan is ₹100 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
