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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹6 Cr
Lock In Period
N/A
Expense Ratio
0.02
Benchmark
Crisil Balanced Fund Index
Exit Load
Nil.
Summary
Latest details for Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth include a ₹ NAV as of Feb 16,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth AUM is ₹6 Cr, with a lock-in of N/A years, expense ratio of 0.02%, and benchmark Crisil Balanced Fund Index. Exit load is - Nil.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
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About Fund
Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹6 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 0.02. Under the expert guidance of Shravan Kumar Sreenivasul ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Income Plus Arbitrage Active FOF Growth | 0 | 1729.22 CR | 0.26 |
| This FundGroww Nifty Capital Markets ETF FOF Growth | 0 | 10.35 CR | 0.6 |
| This FundUnion Gold ETF Fund of Fund Growth | 0 | 163.31 CR | 0.58 |
| This FundNippon India Silver ETF FOF Growth | 4 | 6099.14 CR | 0.58 |
| This FundHDFC Silver ETF Fund of Fund Growth | 0 | 5811.22 CR | 0.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Income Plus Arbitrage Active FOF Growth | 0 | 0 |
| This FundGroww Nifty Capital Markets ETF FOF Growth | 0 | 0 |
| This FundUnion Gold ETF Fund of Fund Growth | 0 | 0 |
| This FundNippon India Silver ETF FOF Growth | 165.0176 | 262.1779 |
| This FundHDFC Silver ETF Fund of Fund Growth | 165.1647 | 264.1217 |
FAQs
Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth is 0.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth is ₹6 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500