Mutual Fund Details

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth

Name: Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth
Brand: Aditya Birla Sun Life Mutual Fund

Hybrid Dynamic Asset Allocation

NAV

₹59.7824

as on 29 May 2026, 09:00 PM

₹-0.4768(0.79%)

Last Change

Scheme Ratings

Dynamic Asset Allocation

3Y Returns

rated byValue Research

Dynamic Asset Allocation

Rankings based on 3Y Returns | as on 31 May 2026

Quant Dynamic Asset Allocation Fund Direct - Growth

20.00%

HDFC Balanced Advantage Fund Direct Plan-Growth

14.97%

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth

14.93%

Baroda BNP Paribas Balanced Advantage Fund Direct - Growth

14.51%

Mahindra Manulife Balanced Advantage Fund Direct - Growth

13.23%

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Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,48,287

₹1,51,750

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹51,750

Profit (absolute return)

51.75%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

0.44%

In the last 3 months

1.05%

In the last 6 months

1.89%

In the last 1 year

3.49%

In the last 3 years

51.75%

In the last 5 years

82.98%

In the last 10 years

243.34%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth

as of 30 Apr 2026, 05:30 AM

₹231.21 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 365 days.

0.32%

Expense Ratio

Plan

Growth

4.36%

Cash Holding

Benchmark

CRISIL Hybrid 50+50 Moderate Index

Scheme Document

View

Benchmark

CRISIL Hybrid 50+50 Moderate Index

Exit Load

Exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on30 Apr 2026

Sort By

Value

Sector

Financial

18.43%

₹42.61 Cr

Healthcare

8.03%

₹18.56 Cr

Automobile

7.10%

₹16.42 Cr

Services

5.38%

₹12.44 Cr

Energy

4.48%

₹10.35 Cr

Others

56.58%

₹130.82 Cr

View All

Sectors Holding in this Mutual Fund

as on30 Apr 2026

Sort By

Value

Sector

Financial

18.43%

₹42.61 Cr

Healthcare

8.03%

₹18.56 Cr

Automobile

7.10%

₹16.42 Cr

Services

5.38%

₹12.44 Cr

Energy

4.48%

₹10.35 Cr

Others

56.58%

₹130.82 Cr

View All

Companies Holding in this Mutual Fund

as on30 Apr 2026

Sort By

Value

Company

Nippon India Growth Mid Cap Fund Direct- Growth

13.65%

₹31.56 Cr

Aditya Birla Sun Life Flexi Cap Fund Direct-Growth

12.89%

₹29.80 Cr

ICICI Prudential Large Cap Fund Direct-Growth

12.19%

₹28.18 Cr

Aditya Birla Sun Life Short Term Direct Fund Direct-Growth

12.15%

₹28.09 Cr

DSP Small Cap Direct Plan-Growth

12.06%

₹27.88 Cr

Others

37.06%

₹85.69 Cr

View All

Companies Holding in this Mutual Fund

as on30 Apr 2026

Sort By

Value

Company

Nippon India Growth Mid Cap Fund Direct- Growth

13.65%

₹31.56 Cr

Aditya Birla Sun Life Flexi Cap Fund Direct-Growth

12.89%

₹29.80 Cr

ICICI Prudential Large Cap Fund Direct-Growth

12.19%

₹28.18 Cr

Aditya Birla Sun Life Short Term Direct Fund Direct-Growth

12.15%

₹28.09 Cr

DSP Small Cap Direct Plan-Growth

12.06%

₹27.88 Cr

Others

37.06%

₹85.69 Cr

View All

Instruments Holding in this Mutual Fund

as on30 Apr 2026

Sort By

Value

Instrument

Debenture

9.03%

₹20.88 Cr

Bonds

4.28%

₹9.89 Cr

NCD

3.10%

₹7.16 Cr

GOI Sec

2.66%

₹6.16 Cr

Reverse Repo

1.70%

₹3.94 Cr

Others

79.23%

₹183.19 Cr

View All

Instruments Holding in this Mutual Fund

as on30 Apr 2026

Sort By

Value

Instrument

Debenture

9.03%

₹20.88 Cr

Bonds

4.28%

₹9.89 Cr

NCD

3.10%

₹7.16 Cr

GOI Sec

2.66%

₹6.16 Cr

Reverse Repo

1.70%

₹3.94 Cr

Others

79.23%

₹183.19 Cr

View All

Funds in this Category

This fund's returns:

14.93%

Return Duration

3 Years

Quant Dynamic Asset Allocation Fund Direct - Growth

HybridDynamic Asset Allocation

HDFC Balanced Advantage Fund Direct Plan-Growth

HybridDynamic Asset Allocation

Baroda BNP Paribas Balanced Advantage Fund Direct - Growth

HybridDynamic Asset Allocation

AboutAditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth is aHybrid mutual fund scheme fromAditya Birla Sun Life Mutual Fund. This scheme was launched onInvalid date. It has an AUM of ₹231.21 Crores and the latest NAV decalared is ₹59.782 as on31 May 2026 at10:38 am.

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth scheme return performance in last 1 year is 3.49%, in last 3 years is 51.75% and 417.76% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.