Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
| Category: Fund of Funds-Domestic-Hybrid |
| Launch Date: 09-05-2011 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| Expense Ratio: 1.11% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 229 Cr As on ( 30-06-2025) |
| Turn over: |
NAV (₹):
52.8099
₹ -0.05 ( -0.089%)
as on
12-08-2025
CAGR
Since Inception -
12.37%
CRISIL Hybrid 35+65 Aggressive Index -
12.22%
Fund Managers
Mr. Vinod Bhat
Investment Objective
PERFORMANCE of Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | 3.14 | 15.63 | 17.13 | 12.15 | 12.37 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Domestic-Hybrid | 7.16 | 14.28 | 15.22 | 11.2 | 12.12 |
RETURNS CALCULATOR for Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option | 8.55 | 1.11 | 4.03 | 0.7 | - | - |
| Fund of Funds-Domestic-Hybrid | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| ABSL Fin Planning Aggr Reg Gr | 09-05-2011 | 3.14 | 16.83 | 15.63 | 17.13 | 12.15 |
| Franklin India Income Plus Arbitrage Active FOF Gr | 05-11-2014 | 13.88 | 15.93 | 13.19 | 14.93 | 7.45 |
| ICICI Pru Passive Multi-Asset FOF Gr | 13-01-2022 | 12.22 | 14.48 | 13.8 | 0.0 | 0.0 |
| Nippon India Multi Asset Active FoF Reg Gr | 07-02-2021 | 10.17 | 19.12 | 18.98 | 0.0 | 0.0 |
| Motilal Oswal Asset Allocation FOF- C Reg Gr | 12-03-2021 | 10.16 | 14.51 | 12.51 | 0.0 | 0.0 |
| Motilal Oswal Asset Allocation FOF- A Reg Gr | 10-03-2021 | 9.86 | 17.45 | 14.97 | 0.0 | 0.0 |
| HDFC Multi-Asset Active FOF Gr | 01-05-2021 | 9.35 | 15.88 | 15.33 | 0.0 | 0.0 |
| Quantum Multi Asset FOFs Reg Gr | 05-04-2017 | 9.3 | 13.17 | 11.74 | 10.67 | 0.0 |
| ICICI Pru Asset Allocator Fund FOF Gr | 10-12-2003 | 7.59 | 13.96 | 13.74 | 15.08 | 12.09 |
| HSBC Multi Asset Active FOF Gr | 30-04-2014 | 7.48 | 17.72 | 16.63 | 18.69 | 13.52 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
Portfolio as on