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

Moderately High
12 yrs 5 monthsStarted on:17 Aug 2006
₹ 7.22 Cras on: 13 Dec 2018
Medium Horizon
1.44%
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)
1 Month1.03
2 YR7.39
3 YR9.73

SIP Returns

TenureReturns (CAGR)
2 YR1.9
3 YR5.85
5 YR8.81
10 YR8.9

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial13.51
Healthcare5.71
FMCG4.52
Technology3.35
Energy2.67
Automobile2.39
Metals2.14
Construction1.84
Services1.36
Cons Durable1.16

Indicators

LabelValue
Standard Deviation8.06%
Beta0.59%
Sharpe Ratio0.34

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

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