Aditya Birla Sun Life Financial Planning Fof-Aggressive Plan

Review Date: 13-03-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It denotes the rise in the investment's worth during the investment period, expressed as a percentage or a monetary value. As part of our analysis, we evaluated six return parameters of this fund. We have classified the return parameters into three performance groups: the top 25%, parameters that fall below the top 25% but remain above average, and parameters that are below average. The performance of each parameter is outlined below.
   1. Top 25%: One return parameter of the Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan is in the top 25% in the category, as shown below:
      
      • 5Y Return %
   2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
   3. Below Average: Five return parameters of the fund are below average in the category, which are listed below:
      
      • 3Y Return %
      • 1Y Return %
      • 1M Return %
      • 3M Return %
      • 6M Return %
2. Risk: The threat of not realizing projected profits or even facing financial loss due to different issues is known as risk. For Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan, we have analyzed two risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has one risk parameter that is below average but above the lowest 25% in the category. These are:
      • Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The standard deviation of the fund is 10.43 %.
   3. Above Average: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has one parameter that is above average which is listed below:
      • Semi-Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. The semi-deviation of the fund is 7.56 %.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated four risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has two risk-adjusted performance parameters of the fund that are in the this group of the category.
      • Sharpe Ratio: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has a Sharpe Ratio of 0.53 compared to the category average of 0.47.
      • Treynor Ratio: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has a Treynor Ratio of 0.08 compared to the category average of -0.04.
   3. Below Average Risk Adjusted Performance Parameters: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has two risk-adjusted performance parameters of the fund that are below average in the category.
      • Sterling Ratio: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has a Sterling Ratio of 0.54 compared to the category average of 0.68.
      • Sortino Ratio: Aditya Birla Sun Life Financial Planning FOF-Aggressive Plan has a Sortino Ratio of 0.26 compared to the category average of 0.26.

Date	Aditya Birla Sun Life Financial Planning Fof-Aggressive Plan NAV Regular Growth	Aditya Birla Sun Life Financial Planning Fof-Aggressive Plan NAV Direct Growth
13-03-2025	47.1738	51.6881
12-03-2025	47.313	51.8394
11-03-2025	47.4158	51.951
10-03-2025	47.3195	51.8443
07-03-2025	47.682	52.2381
06-03-2025	47.7592	52.3216
05-03-2025	47.4326	51.9627
04-03-2025	46.7854	51.2526
03-03-2025	46.6712	51.1264
28-02-2025	46.621	51.0682
25-02-2025	47.6979	52.2444
24-02-2025	47.8022	52.3576
21-02-2025	48.1237	52.7064
20-02-2025	48.4848	53.1007
18-02-2025	47.9287	52.4894
17-02-2025	47.9862	52.5512
14-02-2025	47.9439	52.5015
13-02-2025	48.5063	53.1163