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Aditya Birla Sun Life Financial Planning FOF Conservative Plan - Growth

  • Regular
  • Direct
Category : Fund of Funds
(Min ₹1000 for SIP, ₹1000 for one time investment)

Returns (NAV as on 26th March, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 19-Mar-20 10135.00 1.35% - 4.05% 49/71
1 Month 26-Feb-20 9079.50 -9.21% - -11.53% 28/71
3 Month 26-Dec-19 9234.70 -7.65% - -12.24% 23/69
6 Month 26-Sep-19 9381.60 -6.18% - -7.49% 26/68
YTD 01-Jan-20 9204.70 -7.95% - -12.40% 23/69
1 Year 26-Mar-19 9631.20 -3.69% -3.68% -2.49% 29/68
2 Year 26-Mar-18 10070.40 0.70% 0.35% 0.16% 27/65
3 Year 24-Mar-17 10776.60 7.77% 2.52% 3.05% 27/62
5 Year 26-Mar-15 12386.50 23.86% 4.37% 3.76% 24/62
Since Inception 09-May-11 17529.90 75.30% 6.52% 4.47% 21/40

SIP Returns (NAV as on 26th March, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 26-Mar-19 12000 11284.03 -5.97 % -10.85 %
2 Year 26-Mar-18 24000 23154.53 -3.52 % -3.41 %
3 Year 24-Mar-17 36000 35519.11 -1.34 % -0.87 %
5 Year 26-Mar-15 60000 63696.79 6.16 % 2.36 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% -9.13% -7.83% -6.03% -7.85% -3.69% 0.19% 2.51% 4.38%
Nifty 50 0.22% -25.56% -29.28% -24.77% -28.83% -24.27% -7.77% -1.44% 0.75%
Benchmark: Nifty 50 1.42% -6.41% -5.75% -2.97% -5.67% 0.89% 4.46% 5.75% 6.98%
Category Average 1.79% -11.53% -12.24% -7.49% -12.40% -2.49% 0.16% 3.05% 3.76%
Category Rank 0/0 28/71 23/69 26/68 23/69 29/68 27/65 27/62 24/62
Best in Category 4.35% 4.77% 14.47% 18.22% 13.69% 37.65% 18.81% 15.16% 10.23%
Worst in Category -0.40% -30.03% -42.47% -34.58% -42.95% -38.48% -16.11% -7.66% -6.24%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2014 5.33% 13.25% 14.57% 4.95%
Q4 - 2014 3.98% 4.24% 5.15% 2.04%
Q1 - 2017 3.96% 12.16% 12.85% 3.62%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -7.95% -28.91% -28.76% -12.02%
Q4 - 2016 -1.43% -6.39% -6.71% -1.74%
Q4 - 2016 -1.43% -6.39% -6.71% -1.74%

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