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Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth

Medium
Risk
Other Schemes
Other
+
10.43
%
10.43
%
3Y annualised
+
0.08
%
0.08
%
1 Day returns
Fund size
18
NAV:
Feb 23, 2024
29.722
Sector
Tech
Type
Other_schemes
Launched
May 2011
Min Investment
100
Expense Ratio
1
Risk
Medium

Portfolio allocation

Top 10 Holdings
% Value
HDFC Low Duration Dir Gr
15.08
%
Aditya BSL Short Term Dir Gr
15.04
%
ICICI Pru Savings Dir Gr
13.76
%
Kotak Multicap Dir Gr
7.51
%
HDFC Large and Mid Cap Dir Gr
7.03
%
Nippon India Growth Dir Gr
6.41
%
HDFC Corporate Bond Dir Gr
6.31
%
Bandhan Bkg & PSU Dbt Dir Gr
5.68
%
Aditya BSL Small Cap Dir Gr
3.92
%
ICICI Pru Bluechip Dir Gr
3.68
%

Expense ratio, exit load and tax

Expense Ratio:

1

%

Inclusive of GST

Exit load

Exit load of 1.0% if redeemed within 365.0 Days, 0.0 % if redeemed after 365.0 Days.

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Fund house & investment objective

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Aditya Birla Sun Life Financial Planning FOF Cnsv Plan Growth
More details

Investment 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
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
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