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you are here: Moneycontrol Mutual Funds Fund of Funds - Debt oriented Aditya Birla Sun Life Mutual Fund Aditya Birla Sun Life Financial Planning FOF - Cautious Plan - Direct Plan (G)

Aditya Birla Sun Life Financial Planning FOF - Cautious Plan - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 120027
Buy
13.241 -0.01 ( -0.06 %)
NAV as on 09 Oct, 2014
Crisil MF Rank
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MODERATE
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Info

Not Ranked

The scheme is Not Ranked in Fund of Funds - Debt oriented category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Financial Planning FOF - Cautious Plan has been merged with Birla Sun Life Active Debt Multi Manager FoF Scheme.

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Returns (NAV as on Oct 09, 2014)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 8 Fund of Funds - Debt oriented Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.4 2.1 1.9 0.2 7.0
2013 1.3 2.3 0.1 1.9 6.3

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 0.9 1.1 2.3 3.5 6.4 7.3 6.2
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 1.2 1.6 3.2 5.6 7.9 8.6 9.5
Worst of Category 0.7 0.7 1.2 2.3 5.9 6.5 7.5
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

Investment Objective

N.A.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 2013

  • Benchmark:

    CRISIL Liquid Fund

  • Asset size (Rs Cr):

    0 ( Sep 30, 2014 )

  • Asset Date:

    Sep 30, 2014

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Shravan Kumar Sreenivasula
    View performance of schemes managed by the Fund Manager

  • Notes:

    Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Financial Planning FOF - Cautious Plan has been merged with Birla Sun Life Active Debt Multi Manager FoF Scheme.

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    0.50%

  • Load Comments:

    Exit Load - 0.50% if redeemed on or before 6 months from the date of allotment

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HSBC Managed Solutions India - Conservative - Regular Plan (G) 271.54 14.1 0.7 1.2 2.6 6.5 0.0
HSBC Managed Solutions India - Conservative - Direct Plan (G) 4.77 14.2 0.7 1.3 2.9 6.8 0.0
ICICI Prudential Advisor Series - Debt Management Fund (G) 215.71 27.8 1.2 2.8 5.1 8.1 9.1
IDFC All Seasons Bond Fund - Regular Plan (G) 86.43 27.1 1.1 2.4 4.0 7.0 8.0
IDFC All Seasons Bond Fund - Direct Plan (G) 80.86 27.8 1.2 2.6 4.4 7.5 8.5
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 30, 2014
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on Sep 30, 2014
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on Sep 30, 2014
Sector %
No Sector Allocation Data Available
Concentration As on Sep 30, 2014
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
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