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Aditya Birla Sun Life AMC Limited

Aditya Birla Sun Life Financial Planning FoF - Conservative Plan

Aditya Birla Sun Life Financial Planning FoF - Conservative Plan

(An open ended fund of funds scheme investing in a portfolio of mutual fund schemes (predominantly in Liquid/Money Market Funds and Debt Funds)

Class: FOF
Category: FOF
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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.

This product is suitable for investors who are seeking

  • Dual objective of income & growth through active management of conservative hybrid portfolio of Mutual Funds.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Capital gains:

  • If the mutual fund units are sold after 3 years from the date of investment, gains are taxed at the rate of 20% after providing the benefit of inflation indexation
  • If the mutual fund units are sold within 3 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

Fund Details

  • Fund Type - Open-Ended
  • Class - FOF
  • Category - FOF
  • Min Investment - Rs. 500/- (plus in multiplies of Rs.1)
  • Fund Manager - Mr. Vinod Bhat
  • Latest NAV - 23.364 (as on 30-Jul-2021)
  • Inception Date - May 09, 2011
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Fund Performance

Graphical Data

Trailing Return

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*Annualized returns are displayed for 1 year and above.

Annualized Returns

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Fund Management

  • Mr. Vinod Bhat

    Total Experience : 20 Years

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    Vinod Bhat is a Portfolio Manager and Equity Strategist at Aditya Birla Sun Life AMC Limited (ABSLAMC). Vinod comes with an overall experience of two decades with close to 15 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018.

    Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. Previously he was an Investment Banker at Credit Suisse and Ocean Park Advisors in the USA.

    Vinod is a CFA (USA) and has done his MBA in Finance from The Wharton School, University of Pennsylvania (USA). He holds an M.S. in Industrial Engineering from Pennsylvania State University (USA) and B.Tech in Mechanical Engineering from IIT Bombay.
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Your Investment Summary

  • Investment AmountRs 5000
  • Initial units per month 29.5
  • Current valueRs 50,000
  • Current NAV value 260
  • Current Units 30
  • XIRR

    Internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals.

         5.10%
  • Benchmark XIRR

    Internal Rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals for respective benchmark index.

         8%

Portfolio and Sector Holdings

Top 10 Holdings (As on 30.06.2021)

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Issuer % to Net Assets
Top 10 Sector Holdings Chart

Fund Summary

Entry Load
Exit Load
Load Comments
NIL
1%
Exit load - 1% for redemption within 365 days and 0.00% if redeemed after 1 Years

Benchmark

CRISIL Short Term Debt Hybrid 75+25 Fund Index

Aditya Birla Sun Life Financial Planning FoF - Conservative Plan

(An open ended fund of funds scheme investing in a portfolio of mutual fund schemes (predominantly in Liquid/Money Market Funds and Debt Funds)

This product is suitable for investors who are seeking*

  • capital appreciation through strategic asset allocation which is based on satisfying the needs to a specific risk-return profile (Conservative) of investors in the long term
  • investment in portfolio of mutual fund schemes (predominantly in liquid / money market funds & debt funds)

 

*We recommend investors to consult their financial advisers in case of doubt about whether the product is suitable for them.

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  • KIM - Aditya Birla Sun Life Financial Planning FoF - Conservative Plan
  • SID - Aditya Birla Sun Life Financial Planning FoF - Conservative Plan
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Disclaimer

For further details on the Scheme, refer Scheme Information Document and Key Information Memorandum.

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