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Aditya Birla SL Financial Planning FOF Aggressive Plan(IDCW)

IDCW

OtherFoFs (Domestic) - Equity Oriented

Small-size FundAssets Under Mgmt: ₹ 216 Cr

Very High RiskPrinciple investment will be at very high risk

50.861.47% (-0.76)

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OtherFoFs (Domestic) - Equity Oriented

Small-size FundAssets Under Mgmt: ₹ 216 Cr

Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense Ratio	No LabelNo Label	No LabelNo Label
0.41	—	1.37

No LabelNo Label	No LabelNo Label	No LabelNo Label
0.53	—	1.12

Scheme Info

PlanPlan	Lock inLock in	Exit LoadExit Load
IDCW	0 yrs	1.00% 1% on or before 365D Nil after 365D

SIP Inv.SIP Inv.	Min. LumpsumMin. Lumpsum
Allowed	₹ 100 Initial: ₹ 100 Incremental: ₹ 100

BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About FoFs (Domestic) - Equity Oriented

FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.

Peers & Comparison

Comparing 3 mutual funds from
OtherFoFs (Domestic) - Equity Oriented

Returns

Scheme

Ratios

Mutual Fund	1Y Returns1Y Returns	3Y CAGR3Y CAGR	Life CAGRLife CAGR
Aditya Birla SL Financial Planning FOF Aggressive Plan(IDCW)	20.78%	16.81%	13.23%
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW)	16.20%	15.74%	16.32%
Mirae Asset Equity Allocator FoF(IDCW)	18.78%	16.37%	22.83%
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW)	35.35%	20.08%	17.70%

Price Comparison

Compare Aditya Birla SL Financial Planning FOF Aggressive Plan(IDCW) with any MF, ETF, stock or index

Aditya Birla SL Financial Planning FOF Aggressive Plan(IDCW)

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AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

No.of Schemes
94
Total AUM
₹ 3,71,702.98 Cr.

Fund Manager Profile

Vinod Narayan Bhat

AUM: ₹476.77 Cr.

Exp: 18yrs

Qualification

CFA (USA), MBA Finance, M.S. Industrial Engineering, B.Tech & Mechanical Engineering - IIT Bombay

Past Experience

Mr. Bhat has an overall experience of 18 years with over 12 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018 as Head of Investor Communications (Investments - Equity). Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate Investment Banking. He was also an Associate - Investment Banking with Credit Suisse (USA).