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

Aditya Birla Sun Life Financial Planning Prudent IDCW Reinvest Direct Plan

NAV
₹41.2959
-0.67%
(2 Feb)
AUM
40 Cr
TER
1.3%
Risk
Very High Risk
Rating
Insights
No insights found for this fund
Compare with other fund
1Y
+250.3%
+250.3%
+212.1%
+212.1%
+8.3%
3Y
+66.6%
+66.6%
+61.2%
+61.2%
+14.2%
5Y
NA
NA
NA
NA
+12.1%
ALL
+50.1%
+50.1%
+62.5%
+62.5%
+10.9%
VOL
26.7%
26.7%
28.9%
28.9%
7.5%
TER
0.3%
0.3%
0.1%
0.1%
1.3%
AUM
₹3,706 Cr
₹3,706 Cr
₹907 Cr
₹907 Cr
₹40 Cr
INFO
1.87
1.87
2.16
2.16
1.46
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 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 Dec
Top holdings
Aditya BSL Flexi Cap Dir Gr
15.0%
Kotak Multicap Dir Gr
14.8%
ICICI Prudential Large Cap Dir Gr
14.8%
Aditya BSL Large Cap Dir Gr
14.6%
Nippon India Growth Mid Cap Dir Gr
14.4%
Aditya BSL Short Term Dir Gr
13.6%
HDFC Corporate Bond Dir Gr
10.3%
Clearing Corporation Of India Limited
1.9%
Aditya BSL Digital India Dir Gr
1.0%
Net Receivables / (Payables)
0.4%
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