Aditya Birla Sun Life Financial Planning Prudent Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Aditya Birla Sun Life Financial Planning Prudent Growth Direct Plan

NAV
₹45.2564
+0.31%
(19 Aug)
AUM
38 Cr
TER
1.22%
Risk
Moderately 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
+33.6%
+33.5%
+33.0%
+32.4%
+5.9%
3Y
+25.1%
+25.1%
+24.9%
+26.0%
+14.4%
5Y
NA
NA
NA
+17.1%
+14.8%
ALL
+17.5%
+18.1%
+17.3%
+23.2%
+11.3%
VOL
21.5%
21.0%
21.9%
31.1%
7.4%
TER
0.5%
0.7%
0.8%
1.5%
1.2%
AUM
₹1,835 Cr
₹321 Cr
₹1,026 Cr
₹3,222 Cr
₹38 Cr
INFO
0.81
0.86
0.79
0.75
1.53
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 Prudent (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 31st Jul
Top holdings
Aditya BSL Short Term Dir Gr
13.5%
HDFC Corporate Bond Dir Gr
13.5%
Nippon India Growth Mid Cap Dir Gr
12.0%
Aditya BSL Flexi Cap Dir Gr
10.5%
Kotak Multicap Dir Gr
10.4%
ICICI Prudential Large Cap Dir Gr
10.3%
Aditya BSL Gov Sec Dir Gr
9.4%
Aditya BSL Large Cap Dir Gr
9.0%
Kotak Dynamic Bond Dir Gr
8.2%
Net Receivables / (Payables)
2.7%
Other information
Minimum SIP
₹100
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