Aditya Birla Sun Life Financial Planning Conservative Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Aditya Birla Sun Life Financial Planning Conservative Growth Direct Plan

NAV
₹36.4509
-0.59%
(20 Mar)
AUM
17 Cr
TER
0.96%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+127.3%
+126.9%
+126.1%
+125.9%
+5.8%
3Y
+47.9%
+47.5%
+47.6%
+47.5%
+11.4%
5Y
NA
NA
NA
NA
+9.7%
ALL
+48.1%
+48.3%
+36.1%
+35.5%
+9.0%
VOL
34.2%
36.5%
33.6%
32.2%
4.5%
TER
0.1%
0.2%
0.7%
0.6%
1.0%
AUM
₹1,253 Cr
₹4,735 Cr
₹1,431 Cr
₹7,059 Cr
₹17 Cr
INFO
1.41
1.32
1.08
1.10
2.00
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Financial Planning Conservative (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Aditya BSL Short Term Dir Gr
38.3%
HDFC Corporate Bond Dir Gr
38.2%
ICICI Prudential Large Cap Dir Gr
5.2%
Aditya BSL Large Cap Dir Gr
5.2%
Aditya BSL Flexi Cap Dir Gr
5.1%
Kotak Multicap Dir Gr
3.8%
Nippon India Growth Mid Cap Dir Gr
3.2%
Clearing Corporation Of India Limited
1.1%
Net Receivables / (Payables)
0.1%
Kotak Dynamic Bond Dir Gr
NA
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors
Fund manager(s)
Vinod Bhat
Dhaval Joshi

FAQs