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Aditya Birla Sun Life Financial Planning Fund Of Fund Aggressive Direct growth
Hybrid • FOF • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
FOF
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 09 Sep 2025
₹58.81
+0.4029% (0.30)
AUM
₹223 Cr
Expense ratio
0.99%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 365D
1%
If units sold after 365D
0%
Distribution
Asset split
Market capital
Equity69.76%
Debt23.73%
Cash6.50%
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,74,359 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Vinod Bhat
Experience: 6.06 yrs • Total AUM: 3,710 Cr
Dhaval Joshi
Experience: 3.07 yrs • Total AUM: 9,52,598 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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