Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option
8.28
16.11
15.98
10.94
10.7
Benchmark
-
-
-
-
-
Fund of Funds-Domestic-Hybrid
9.55
17.02
16.99
11.57
11.77
Yearly Performance (%)
Nav Movement
Fund Managers
Mr. Vinod Bhat
Investment Objective
The Scheme aims to generate returns by investing in portfolio of equity schemes, ETFs and debt schemes as per the risk-return profile of investors. The Plan under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors. There can be no assurance that the investment objective of the Scheme will be realized.
Returns Calculator for
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option