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Aditya Birla Sun Life Financial Planning FOF - Moderate Plan - Direct Plan - Growth

  • Regular
  • Direct
Category : Fund of Funds

Returns (NAV as on 03rd April, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 27-Mar-20 9787.40 -2.13% - -0.24% 41/70
1 Month 03-Mar-20 8709.10 -12.91% - -12.00% 30/70
3 Month 03-Jan-20 8684.80 -13.15% - -14.02% 25/68
6 Month 03-Oct-19 9069.50 -9.30% - -7.35% 34/67
YTD 01-Jan-20 8708.50 -12.92% - -13.20% 26/68
1 Year 03-Apr-19 9094.40 -9.06% -9.03% -3.84% 32/67
2 Year 03-Apr-18 9544.60 -4.55% -2.30% 0.15% 34/64
3 Year 03-Apr-17 10402.70 4.03% 1.32% 3.15% 32/64
5 Year 31-Mar-15 12273.20 22.73% 4.17% 4.17% 32/63
Since Inception 02-Jan-13 16023.70 60.24% 6.71% 3.99% 16/42

SIP Returns (NAV as on 03rd April, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 03-Apr-19 12000 10750.71 -10.41 % -18.62 %
2 Year 03-Apr-18 24000 22063.74 -8.07 % -7.85 %
3 Year 03-Apr-17 36000 33858.44 -5.95 % -3.94 %
5 Year 31-Mar-15 60000 61825.66 3.04 % 1.18 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% -11.26% -11.51% -7.59% -11.15% -7.38% -1.39% 1.96% 4.57%
Nifty 50 -2.06% -28.48% -33.88% -28.55% -33.57% -30.51% -11.16% -4.35% -1.20%
Benchmark: Nifty 50 -1.22% -14.19% -15.82% -11.59% -15.44% -10.02% -1.05% 2.36% 4.91%
Category Average -0.30% -12.00% -14.02% -7.35% -13.20% -3.84% 0.15% 3.15% 4.17%
Category Rank 0/0 30/70 25/68 34/67 26/68 32/67 34/64 32/64 32/63
Best in Category 3.75% 7.74% 13.56% 19.06% 15.68% 43.38% 21.54% 16.02% 10.69%
Worst in Category -4.90% -42.02% -50.54% -40.10% -49.96% -39.71% -21.69% -10.44% -5.78%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 6.88% 12.16% 12.85% 6.98%
Q3 - 2016 4.96% 3.40% 4.42% 4.59%
Q4 - 2019 3.94% 7.12% 6.70% 4.43%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -11.27% -29.43% -28.89% -10.99%
Q2 - 2020 -1.85% -2.06% -1.95% -0.67%
Q4 - 2016 -2.80% -6.39% -6.71% -5.23%

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