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Value Research Rating
Analyst’s Choice
Riskometer
High
₹40.8793 -0.65%
As on 04-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan
|
|
|
High
|
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1.11 |
|
 |
|
High
|
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1.16 |
||
|
|
High
|
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1.15 |
||
|
|
High
|
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0.98 |
|||
|
|
High
|
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0.62 |
₹37 Cr
1.00 (365)
100
1
100
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 invest your money in a mix of equity shares, bonds and commodities (usually gold) such that each has at least 10 per cent allocation at all times.
We don’t think highly of gold or other commodities as an investment. Read this article to know why. Therefore, we believe that investors can avoid these funds altogether. Instead, they might consider other varieties of hybrid funds — aggressive hybrid, balanced hybrid and conservative hybrid — which invest your money in equity shares and bonds in different proportions. You can choose from these depending upon your investment horizon, return expectations and ability to withstand volatility in the value of your investments."
Capital Gains Taxation
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
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.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan is ₹40.8793 as of 05-Oct-2024.
The AUM of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan Fund is ₹37 Cr as of 31-Aug-2024
The riskometer level of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
Aditya Birla SL Government Securities Direct-G |
14.69
|
|
HDFC Corporate Bond Direct-G |
12.82
|
|
Aditya Birla SL Short Term Direct-G |
7.97
|
|
Bandhan Banking & PSU Debt Direct-G |
1.58
|
As of 31-Aug-2024, Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan had invested 55.44% in Equity, 35.65% in Debt, 7.13% in Cash & Cash Eq., 1.74% in Commodities and 0.04% in Real Estate See More
Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan is 13 years 5 months old. It has delivered 11.07% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
26.30%
|
13.41%
|
15.65%
|
11.72%
|
11.28%
|
11.07%
|
No, There is no lock in period in Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan.
The expense ratio of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan is 1.11.
