Aditya Birla Sun Life Financial Planning Fund Of Fund Moderate (0P0000TFYE.BO)
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Aditya Birla Sun Life Financial Planning Fund Of Fund Moderate
Jupiter Mill Compound, 841, Senapati Bapat Marg
One World Centre, Tower 1, 17th Floor
Aditya Birla Sun Life AMC Ltd
+91 22 43568000
Management information
,Lead manager since 21 November 2022
He has an overall experience of 15 years in equity research and investments. Prior to joining Aditya Birla Sun Life AMC Limited, he was associated with Sundaram Mutual Fund (India) Ltd. for around 5 years. He has also worked as a research analyst with Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyAditya Birla Sun Life AMC Ltd
Net assetsN/A
YTD return7.08%
Yield0.00%
Morningstar rating★★
Inception date1 Jan 2013
Fund operations
Last dividend0.37
Last cap gainN/A
Holdings turnover23.55%
Average for categoryN/A
Fees and expenses
Expense0P0000TFYE.BOCategory average
Annual report expense ratio (net)2.50%N/A
Prospectus net expense ratio2.50%N/A
Prospectus gross expense ratio2.50%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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