Aditya Birla SL Asset Allocator MMFoF (Hybrid, Hybrid Dynamic Asset Allo)

Moderately High
12 yrs 7 monthsStarted on:17 Aug 2006
₹ 7.09 Cras on: 22 Feb 2019
Medium Horizon
1.29%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month0.99
2 YR5.33
3 YR10.85

SIP Returns

TenureReturns (CAGR)
2 YR0.59
3 YR4.59
5 YR7.67
10 YR8.56

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial13.49
Healthcare5.38
FMCG4.96
Technology3.35
Energy2.95
Automobile1.86
Metals1.81
Construction1.74
Services1.42
Cons Durable1.28

Indicators

LabelValue
Standard Deviation7.95%
Beta0.59%
Sharpe Ratio0.42

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

Other Funds Managed by Kunal Sangoi