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

Moderately High
13 yrs 7 monthsStarted on:17 Aug 2006
₹ 5.87 Cras on: 27 Feb 2020
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 schemes, ETFs and debt schemes accessed through the diversified investment styles.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.26
3 Month1.79
1 YR9.37
2 YR3.86
3 YR6.65

SIP Returns

TenureReturns (CAGR)
1 YR8.81
2 YR5.95
3 YR5.24
5 YR7.15
10 YR9.04

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial17.92
Healthcare10.21
FMCG4.33
Technology4.29
Construction3.93
Energy2.91
Services2.57
Chemicals2.27
Cons Durable2.08
Automobile1.96

Indicators

LabelValue
Standard Deviation6.36%
Beta0.92%
Sharpe Ratio0.25

Vinod Bhat


Other Funds Managed by Vinod Bhat