Mutual Fund Details

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

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

Hybrid Aggressive

NAV

₹45.4965

as on 17 Apr 2026, 09:00 PM

₹0.3162(0.70%)

Last Change

Scheme Ratings

rated byValue Research

Aggressive

Rankings based on | as on Invalid date

Download the Paytm Money app now!

Invest in Stocks, F&O, Mutual Funds, IPOs, NFOS and Bonds.

Zero brokerage for 30 days
Zero account opening fees
Zero AMC for life

Scan QR code to download the app

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,44,253

₹1,46,662

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹46,662

Profit (absolute return)

46.66%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

4.05%

In the last 3 months

2.02%

In the last 6 months

1.65%

In the last 1 year

5.19%

In the last 3 years

46.66%

In the last 5 years

74.14%

In the last 10 years

187.99%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at high risk

Scheme Information

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

as of 31 Mar 2026, 05:30 AM

₹37.68 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 365 days.

0.62%

Expense Ratio

Plan

Growth

0.92%

Cash Holding

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Scheme Document

View

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Exit Load

Exit load of 1% if redeemed within 365 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on31 Mar 2026

Sort By

Value

Sector

Financial

19.51%

₹7.35 Cr

Healthcare

7.58%

₹2.86 Cr

Automobile

6.78%

₹2.56 Cr

Energy

5.61%

₹2.11 Cr

Services

4.95%

₹1.87 Cr

Others

55.56%

₹20.94 Cr

View All

Sectors Holding in this Mutual Fund

as on31 Mar 2026

Sort By

Value

Sector

Financial

19.51%

₹7.35 Cr

Healthcare

7.58%

₹2.86 Cr

Automobile

6.78%

₹2.56 Cr

Energy

5.61%

₹2.11 Cr

Services

4.95%

₹1.87 Cr

Others

55.56%

₹20.94 Cr

View All

Companies Holding in this Mutual Fund

as on31 Mar 2026

Sort By

Value

Company

Aditya Birla Sun Life Short Term Direct Fund Direct-Growth

16.07%

₹6.06 Cr

Aditya Birla Sun Life Flexi Cap Fund Direct-Growth

15.32%

₹5.77 Cr

ICICI Prudential Large Cap Fund Direct-Growth

14.93%

₹5.63 Cr

Nippon India Growth Mid Cap Fund Direct- Growth

13.90%

₹5.24 Cr

HDFC Corporate Bond Fund Direct Plan-Growth

11.24%

₹4.24 Cr

Others

28.54%

₹10.76 Cr

View All

Companies Holding in this Mutual Fund

as on31 Mar 2026

Sort By

Value

Company

Aditya Birla Sun Life Short Term Direct Fund Direct-Growth

16.07%

₹6.06 Cr

Aditya Birla Sun Life Flexi Cap Fund Direct-Growth

15.32%

₹5.77 Cr

ICICI Prudential Large Cap Fund Direct-Growth

14.93%

₹5.63 Cr

Nippon India Growth Mid Cap Fund Direct- Growth

13.90%

₹5.24 Cr

HDFC Corporate Bond Fund Direct Plan-Growth

11.24%

₹4.24 Cr

Others

28.54%

₹10.76 Cr

View All

Instruments Holding in this Mutual Fund

as on31 Mar 2026

Sort By

Value

Instrument

Debenture

11.95%

₹4.50 Cr

Bonds

5.49%

₹2.07 Cr

NCD

3.41%

₹1.28 Cr

GOI Sec

3.24%

₹1.22 Cr

Sec. Debt

1.41%

₹53.00 Lakh

Others

74.51%

₹28.08 Cr

View All

Instruments Holding in this Mutual Fund

as on31 Mar 2026

Sort By

Value

Instrument

Debenture

11.95%

₹4.50 Cr

Bonds

5.49%

₹2.07 Cr

NCD

3.41%

₹1.28 Cr

GOI Sec

3.24%

₹1.22 Cr

Sec. Debt

1.41%

₹53.00 Lakh

Others

74.51%

₹28.08 Cr

View All

Funds in this Category

This fund's returns:

13.60%

Return Duration

3 Years

SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth

Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth

ICICI Prudential Equity & Debt Fund Direct-Growth

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

Aditya Birla Sun Life Financial Planning FoF Moderate 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 ₹37.68 Crores and the latest NAV decalared is ₹45.497 as on21 Apr 2026 at3:43 am.

Aditya Birla Sun Life Financial Planning FoF Moderate Plan Direct-Growth scheme return performance in last 1 year is 5.19%, in last 3 years is 46.66% and 289.08% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.