Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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High

₹39.8210 0.36%

As on 24-Jul-2024

Returns

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Calculate SIP Returns of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan

Assets info

₹36 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

100

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

100

Min. No of Cheques

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

  • If investment is made on or after 1 April 2023: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan

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 ₹39.8210 as of 25-Jul-2024.

The AUM of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan Fund is ₹36 Cr as of 30-Jun-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 Short Term Direct-G

11.30

ICICI Pru Savings Direct -G

10.78

HDFC Low Duration Direct-G

8.84

HDFC Corporate Bond Direct-G

3.20

Aditya BSLGOLD ETF

2.43
See More

As of 30-Jun-2024, Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan had invested 59.4% in Equity, 33.85% in Debt, 4.32% in Cash & Cash Eq., 2.39% in Commodities and 0.04% in Real Estate See More

Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Regular Plan is 13 years 2 months old. It has delivered 11.02% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
26.16%
13.96%
15.02%
11.50%
11.29%
11.02%

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 1.17.

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