Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
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 Apr 05,2026 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 -2.41% and a category best of 8.20%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -2.41 | 8.20 |
| 6M | 0.00 | 0.08 | 59.84 |
| 1Y | 0.00 | 3.94 | 128.14 |
| 3Y | 0.00 | 12.36 | 213.32 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
View allocation % by
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 FundMirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Growth | 0 | 207.44 CR | 0.65 |
| This FundGroww Nifty India Internet ETF FOF Growth | 0 | 9.26 CR | 0.65 |
| This FundKotak Gold Silver Passive FoF Growth | 0 | 1068.9 CR | 0.45 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 5 | 2061.21 CR | 0.45 |
| This FundICICI Prudential Silver ETF FOF Growth | 0 | 7058.51 CR | 0.64 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Growth | -8.2183 | 0 |
| This FundGroww Nifty India Internet ETF FOF Growth | 0 | 0 |
| This FundKotak Gold Silver Passive FoF Growth | 0 | 0 |
| This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth | 32.1621 | 208.1252 |
| This FundICICI Prudential Silver ETF FOF Growth | 127.028 | 209.0664 |
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