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Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Direct IDCW

IDCW
40.740.05% (-0.02)
High
Low
Returns
0.00%
0.00%
1M
6M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Performance & Key Metrics

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.530.56
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.466.751.76

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Scheme InfoAditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 50+50 - Moderate Index

About FoFs (Domestic) - Hybrid

About FoFs (Domestic) - Hybrid

These are Fund of Funds that invest in a mix of equity and debt mutual funds. They aim to provide a balanced risk-return profile through diversification across asset classes.

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Peers

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Hybrid
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)8.49%17.07%10.87%
ICICI Pru Asset Allocator Fund11.42%11.06%10.87%
HDFC Multi-Asset Active FOF(IDCW Reinv)11.52%19.82%16.74%
Kotak Income Plus Arbitrage FOF(IDCW)8.70%8.50%

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Returns Comparison

Compare Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) with any MF, ETF, stock or index
Compare Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) with any MF, ETF, stock or index
Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)
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Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Portfolio

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Asset Allocation

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsMutual Funds1.07%98.93%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Sector Distribution

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Sector Distribution

Investment Banking & BrokerageOthers1.28 %98.72 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Sector Weightage

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2598.96%99.28%98.91%98.81%99.10%98.72%
Others as a % of total holdings for last six quarters
Tickertape Separator

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Current Holdings

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)

AMC Profile of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    95

  • Total AUM

    ₹ 3,91,776.44 Cr.

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Manager Details

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Manager Details

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Manager Profile

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Manager Profile

Vinod Narayan Bhat

AUM:  ₹501.53 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Dhaval Joshi

AUM:  ₹1,53,323.17 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Manager Performance (0)

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Manager Performance (0)

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Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Tax Implications

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

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Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

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Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Review & Opinions

Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The current NAV of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) is ₹40.74, as of 23rd June 2025.

  2. What are the returns of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) was launched on 1st January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 8.49%
    • 3 Year Returns: 17.07%
    • 5 Year Returns: 16.04%

  3. What are the top 5 sectoral holdings of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The top sectors Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) has invested in are as follows:
    • Others | 98.72%
    • Investment Banking & Brokerage | 1.28%
    This data is as on 23rd June 2025.

  4. What are the top 5 holdings of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The top 5 holdings for Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) are as follows:
    • Nippon India Growth Fund - DR - GR | 11.84%
    • Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan | 10.54%
    • KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH | 10.44%
    • ICICI Prudential Bluechip Fund - Direct Plan - Growth | 10.23%
    • HDFC Corporate Bond Fund - Growth Option - Direct Plan | 9.84%
    This data is as on 23rd June 2025.

  5. What is the asset allocation of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The asset allocation for Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) is as follows:
    • Mutual Funds | 98.93%
    • Cash & Equivalents | 1.07%
    This data is as on 23rd June 2025.

  6. What is the AUM of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The AUM (i.e. assets under management) of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) is ₹37.38 Cr as of 23rd June 2025.

  7. What is the expense ratio of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The expense ratio of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) Plan is 0.53 as of 23rd June 2025.

  8. What is the volatility or standard deviation of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The volatility or standard deviation for the Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) is 8.51

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  9. What is the sharpe ratio of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The Sharpe ratio for the Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) is 0.56

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  10. What is the Sortino ratio of Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW)?

    The Sortino Ratio for the Aditya Birla SL Financial Planning FOF Moderate Plan(IDCW) is 0.06

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.