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

Aditya Birla Sun Life Financial Planning Conservative Growth Direct Plan

NAV
₹34.8929
-0.06%
(3 Apr)
AUM
15 Cr
TER
1.09%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+31.4%
+30.6%
+10.1%
+9.2%
+0.6%
3Y
+20.7%
+19.9%
+11.2%
+20.0%
+29.0%
5Y
+15.0%
+14.8%
+13.7%
+31.6%
+35.8%
ALL
+7.9%
+8.1%
+9.4%
+23.9%
+18.0%
VOL
14.9%
14.7%
4.5%
16.4%
20.4%
TER
0.2%
0.6%
1.1%
1.2%
0.1%
AUM
₹93 Cr
₹1,741 Cr
₹15 Cr
₹145 Cr
₹1,983 Cr
INFO
0.53
0.55
2.06
1.45
0.88
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 (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 28th Feb
Top holdings
HDFC Corporate Bond Dir Gr
21.9%
Aditya BSL Short Term Dir Gr
15.2%
Kotak Dynamic Bond Dir Gr
14.8%
Aditya BSL Gov Sec Dir Gr
13.6%
Aditya BSL Gold ETF
11.8%
ICICI Pru Bluechip Dir Gr
6.6%
Kotak Multicap Dir Gr
6.1%
Aditya BSL Flexi Cap Dir Gr
5.6%
Aditya BSL Nifty Next 50 Idx Dir Gr
2.4%
Clearing Corporation Of India Limited
2.3%
Other information
Minimum SIP
₹500
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