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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹38 Cr
Lock In Period
N/A
Expense Ratio
1.16
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
Exit Load
For redemptions / switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemptions / switch out of units after 365 days from the date of allotment: Nil.
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Growth Review
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Portfolio Analysis
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- Others
As on: 2025-05-31
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About Fund
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Fund Of Fundsscheme with Assets Under Management of ₹38 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 1.16. Under the expert guidance of Vinod Bhat ,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
FAQs
Aditya Birla Sun Life Financial Planning FOF 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 Financial Planning FOF Moderate Plan Growth is 1.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Financial Planning FOF Moderate Plan Growth’s fund performance is as follows:
- 1 Month : %
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You can invest in Aditya Birla Sun Life Financial Planning FOF 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 Financial Planning FOF Moderate Plan Growth is ₹38 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Financial Planning FOF 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