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Value Research Rating
Analyst’s Choice
Riskometer
High
₹43.2533 0.68%
As on 17-Apr-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 - Moderate Plan - Direct Plan
|
|
|
High
|
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0.58 |
|
 |
|
High
|
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0.40 |
||
|
|
High
|
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0.10 |
||
|
|
Very High
|
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0.29 |
||
 |
|
Very High
|
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0.27 |
₹36 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 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
3 min read•By Agnisheik Chatterji and Karan Jaiswal
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 - Direct 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 - Direct Plan is ₹43.2533 as of 19-Apr-2025.
The AUM of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Direct Plan Fund is ₹36 Cr as of 31-Mar-2025
The riskometer level of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Direct Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
HDFC Corporate Bond Direct-G |
10.08
|
|
Aditya Birla SL Government Securities Direct-G |
9.89
|
|
Aditya BSLGOLD ETF |
9.77
|
|
Kotak Dynamic Bond Direct-G |
8.52
|
|
Aditya Birla SL Short Term Direct-G |
7.68
|
As of 31-Mar-2025, Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Direct Plan had invested 52.3% in Equity, 34.85% in Debt, 9.62% in Commodities, 2.68% in Cash & Cash Eq. and 0.56% in Real Estate See More
Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Direct Plan is 12 years 3 months old. It has delivered 11.22% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
11.75%
|
13.04%
|
16.48%
|
11.74%
|
10.88%
|
11.22%
|
No, There is no lock in period in Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Direct Plan.
The expense ratio of Aditya Birla Sun Life Financial Planning FoF - Moderate Plan - Direct Plan is 0.58.
