Aditya Birla Sun Life Financial Planning Conservative IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹500

Aditya Birla Sun Life Financial Planning Conservative IDCW Reinvest Direct Plan

NAV
₹21.5420
-0.49%
(15 Apr)
AUM
18 Cr
TER
0.9%
Risk
High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+63.9%
+39.1%
+39.1%
+39.1%
+18.6%
3Y
+23.6%
+24.9%
+24.9%
+24.9%
+11.5%
5Y
+18.0%
NA
NA
NA
+11.1%
ALL
+18.2%
+25.1%
+25.1%
+25.1%
+9.9%
VOL
17.6%
18.5%
18.5%
18.5%
4.5%
TER
0.1%
1.4%
1.4%
1.4%
0.9%
AUM
₹340 Cr
₹105 Cr
₹105 Cr
₹105 Cr
₹18 Cr
INFO
1.04
1.36
1.36
1.36
2.19
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 IDCW Reinvest (DR)
₹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 31st Mar
Top holdings
HDFC Low Duration Dir Gr
15.3%
Aditya BSL Short Term Dir Gr
14.3%
ICICI Pru Savings Dir Gr
14.0%
Kotak Multicap Dir Gr
7.8%
HDFC Large and Mid Cap Dir Gr
7.1%
ICICI Pru Bluechip Dir Gr
6.7%
Aditya BSL Flexi Cap Dir Gr
6.6%
HDFC Corporate Bond Dir Gr
6.4%
Aditya BSL Frontline Equity Dir Gr
5.6%
Bandhan Bkg & PSU Dbt Dir Gr
5.4%
Other information
Minimum SIP
₹1,000
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