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
₹36.4353
+0.19%
(16 Sep)
AUM
16 Cr
TER
1.13%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+49.0%
+48.0%
+46.0%
+42.5%
+4.4%
3Y
+29.8%
+30.1%
+31.4%
+33.7%
+11.9%
5Y
+15.3%
+15.7%
NA
+19.4%
+11.6%
ALL
+10.7%
+9.2%
NA
+24.6%
NA
VOL
13.2%
15.6%
21.6%
31.0%
4.5%
TER
0.6%
0.3%
0.5%
1.5%
1.1%
AUM
₹244 Cr
₹254 Cr
₹2,160 Cr
₹3,246 Cr
₹16 Cr
INFO
0.80
0.59
0.00
0.79
0.00
See fund holdings as of 31st Aug
Top holdings
Aditya BSL Short Term Dir Gr
22.1%
HDFC Corporate Bond Dir Gr
22.0%
Kotak Dynamic Bond Dir Gr
13.9%
Aditya BSL Gov Sec Dir Gr
10.7%
Aditya BSL Large Cap Dir Gr
8.3%
ICICI Prudential Large Cap Dir Gr
6.8%
Kotak Multicap Dir Gr
6.6%
Aditya BSL Flexi Cap Dir Gr
6.5%
Nippon India Growth Mid Cap Dir Gr
2.2%
Clearing Corporation Of India Limited
1.1%
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