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

Moderately High
13 yrs 1 monthsStarted on:17 Aug 2006
₹ 5.82 Cras on: 23 Aug 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)
2 YR0.91
3 YR5.52

SIP Returns

TenureReturns (CAGR)
3 YR1.83
5 YR5.42
10 YR8.02

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial14.26
Healthcare7.71
FMCG4.29
Construction2.62
Technology2.58
Energy2.33
Services2.21
Automobile1.64
Cons Durable1.63
Metals1.57

Indicators

LabelValue
Standard Deviation6.46%
Beta0.91%
Sharpe Ratio0.02

Vinod Bhat


Other Funds Managed by Vinod Bhat