ING Financial Planning Fund - Conservative Plan (D)
Fund Family ING Mutual Fund
Fund Class Fund of Funds - Hybrid oriented
SNAPSHOT
Performance
Investment Info
Peers
Portfolio
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Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -0.7 | 7 |
| 3 mth | -0.2 | 6 |
| 6 mth | 2.9 | 10 |
| 1 year | 6.8 | 1 |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 21 Fund of Funds - Hybrid oriented Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 3.4 | - | - | - | - |
| 2011 | - | 0.9 | 1.2 | - | 2.0 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Fund of Funds - Hybrid oriented)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -0.7 | -0.2 | 2.9 | 6.8 | -- | -- | -- |
| Category avg | -1.8 | -1.8 | 2.3 | 1.7 | 3.7 | 6.7 | 4.7 |
| Difference of Fund returns and Category returns | 1.1 | 1.6 | 0.6 | 5.1 | -- | -- | -- |
| Best of category | -0.1 | 0.6 | 4.4 | 6.8 | 7.7 | 12.9 | 9.1 |
| Worst of category | -6.0 | -7.4 | -10.3 | -20.1 | -9.7 | -6.7 | 1.2 |
| Benchmark returns # | -5.4 | -6.8 | 4.5 | -8.0 | 1.2 | 5.1 | 3.0 |
| Difference of Fund returns and Benchmark returns | 4.7 | 6.6 | -1.6 | 14.8 | -- | -- | -- |
Investment Info
Investment Objective
The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Manager Investment process, as per the riskreturn profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | May 03, 2011 |
| Benchmark | S&P CNX NIFTY |
| Asset Size (Rs cr) | 18.65 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.0.09 (Mar-27-2012) |
| Bonus | N.A. |
| Fund Manager | Arvind Bansal View performance of schemes managed by the Fund Manager |
| Notes | N.A |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if redeemed on or before 1 year from the date of allotment. |
Contact Details
| Regd. Office | 601/602, Windsor, Off C.S.T Road, Kalina, Santacruz (E) Mumbai, 400 098 |
|---|---|
| Tel. No. | 3982 7999 |
| Fax No. | 2650 0248 |
| information@in.ing.com | |
| Website | http://www.ingim.co.in/ |
Peer Comparison
| Fund of Funds - Hybrid oriented | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| FT (I) Dyn. PE Ratio FOF (G) | Not Ranked |
1,449.66 | -3.6 | 2.0 | 0.2 | 9.2 | 9.1 |
| FT (I) LS FOF-50s Plus FRP (G) | Not Ranked |
59.93 | 0.5 | 4.0 | 5.6 | 7.9 | 7.9 |
| Fidelity Wealth Builder -C (G) | Not Ranked |
31.28 | -2.4 | 2.6 | 0.2 | 7.3 | -- |
| ING FPF - Aggressive Plan (G) | Not Ranked |
15.88 | -4.3 | 2.3 | -1.9 | -- | -- |
| Fidelity Wealth Builder -B (G) | Not Ranked |
22.86 | -0.8 | 3.6 | 3.3 | 6.0 | -- |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Fund of Funds | Value (Rs cr) |
Asset % | |
|---|---|---|---|
| Reliance Liquid Fund-Institutional Plan-Growth | 7.17 | 39.79 | |
| Kotak MF Gold ETF | 2.18 | 12.09 | |
| IDFC - SSIF - Short Term - Growth | 1.51 | 8.37 | |
| Templeton India Short-Term Income Plan-Growth | 1.36 | 7.55 | |
| ICICI Prudential Short Term Plan-Institutional Gr | 1.34 | 7.42 | |
| HDFC EQUITY FUND-GR | 0.73 | 4.04 | |
| DSP BlackRock Equity Fund - Regular Plan - Growth | 0.72 | 4.01 | |
| SBI MSFU Emerging Businesses Fund - Gr | 0.72 | 4.01 | |
| Sundaram S.M.I.L.E.Fund-INST Growth | 0.55 | 3.03 | |
| IDFC-Money Manager Fund-Investment Plan-Growth | 0.46 | 2.54 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | 97.94 |
| Money Market | 0.00 |
| Cash / Call | 2.06 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 75.22 |
| Top 10 | 92.85 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
News & Videos
News
Paras Adenwala resigns from ING Investment Management India
Paras Adenwala, Vice President & Director (Research & Investments), has resigns from ING Investment ...
Dec 16, 2008 at 12:30 | Source: NULL
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ING Investment Management opens branch at Madurai
ING Investment Management, one of India’s fastest growing fund houses and part of the world’s larges ...
Oct 01, 2008 at 14:56 | Source: NULL
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Reduce India-centric risk by diversifying: ING Invt
Vineet K Vohra, MD and CEO, ING Investment Management, said investors should broaden their porfolio ...
Jun 19, 2008 at 15:45 | Source: CNBC-TV18
Videos
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Oct 25, 2011
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