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

₹57.7861

as on 17 Mar 2026, 09:00 PM

₹0.2708(0.47%)

Last Change

Scheme Ratings

Dynamic Asset Allocation

3Y Returns

rated by Value Research

Dynamic Asset Allocation

Rankings based on 3Y Returns | as on 18 Mar 2026

HDFC Balanced Advantage Fund Direct Plan-Growth

16.79%

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

16.18%

Axis Balanced Advantage Fund Direct-Growth

15.27%

Baroda BNP Paribas Balanced Advantage Fund Direct - Growth

14.64%

WhiteOak Capital Balanced Advantage Fund Direct - Growth

13.92%

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Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,53,276

₹1,56,886

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹56,886

Profit (absolute return)

56.89%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 1 month

5.24%

In the last 3 months

4.20%

In the last 6 months

3.17%

In the last 1 year

11.11%

In the last 3 years

56.89%

In the last 5 years

87.33%

In the last 10 years

257.41%

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 28 Feb 2026, 05:30 AM

₹233.07 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1% if redeemed within 365 days.

0.26%

Expense Ratio

Plan

Growth

3.34%

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 on 28 Feb 2026

Sort By

Value

Sector

Financial

19.93%

₹46.46 Cr

Automobile

6.59%

₹15.35 Cr

Energy

4.71%

₹10.98 Cr

Services

4.65%

₹10.85 Cr

Technology

4.18%

₹9.74 Cr

Others

59.94%

₹139.70 Cr

View All

Sectors Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Sector

Financial

19.93%

₹46.46 Cr

Automobile

6.59%

₹15.35 Cr

Energy

4.71%

₹10.98 Cr

Services

4.65%

₹10.85 Cr

Technology

4.18%

₹9.74 Cr

Others

59.94%

₹139.70 Cr

View All

Companies Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Company

HDFC Corporate Bond Fund Direct Plan-Growth

17.88%

₹41.67 Cr

Aditya Birla Sun Life Short Term Direct Fund Direct-Growth

15.87%

₹36.99 Cr

Nippon India Growth Mid Cap Fund Direct- Growth

13.50%

₹31.46 Cr

Aditya Birla Sun Life Flexi Cap Fund Direct-Growth

12.44%

₹28.99 Cr

Kotak Multicap Fund Direct - Growth

12.23%

₹28.50 Cr

Others

28.08%

₹65.45 Cr

View All

Companies Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Company

HDFC Corporate Bond Fund Direct Plan-Growth

17.88%

₹41.67 Cr

Aditya Birla Sun Life Short Term Direct Fund Direct-Growth

15.87%

₹36.99 Cr

Nippon India Growth Mid Cap Fund Direct- Growth

13.50%

₹31.46 Cr

Aditya Birla Sun Life Flexi Cap Fund Direct-Growth

12.44%

₹28.99 Cr

Kotak Multicap Fund Direct - Growth

12.23%

₹28.50 Cr

Others

28.08%

₹65.45 Cr

View All

Instruments Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Instrument

Debenture

13.00%

₹30.31 Cr

Bonds

6.75%

₹15.74 Cr

NCD

3.98%

₹9.27 Cr

GOI Sec

3.86%

₹8.99 Cr

Reverse Repo

1.42%

₹3.32 Cr

Others

70.98%

₹165.43 Cr

View All

Instruments Holding in this Mutual Fund

as on 28 Feb 2026

Sort By

Value

Instrument

Debenture

13.00%

₹30.31 Cr

Bonds

6.75%

₹15.74 Cr

NCD

3.98%

₹9.27 Cr

GOI Sec

3.86%

₹8.99 Cr

Reverse Repo

1.42%

₹3.32 Cr

Others

70.98%

₹165.43 Cr

View All

Funds in this Category

This fund's returns:

16.18%

Return Duration

3 Years

HDFC Balanced Advantage Fund Direct Plan-Growth

HybridDynamic Asset Allocation

Axis Balanced Advantage Fund Direct-Growth

HybridDynamic Asset Allocation

Baroda BNP Paribas Balanced Advantage Fund Direct - Growth

HybridDynamic Asset Allocation

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

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth is a Hybrid mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹233.07 Crores and the latest NAV decalared is ₹57.786 as on 18 Mar 2026 at 11:12 pm.

Aditya Birla Sun Life Financial Planning FoF Aggressive Plan Direct-Growth scheme return performance in last 1 year is 11.11%, in last 3 years is 56.89% and 400.47% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.