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

Moderately High
13 yrs 3 monthsStarted on:17 Aug 2006
₹ 5.82 Cras on: 15 Oct 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)
YTD2.48
1 Month0.40
1 YR5.29
2 YR1.70
3 YR5.65

SIP Returns

TenureReturns (CAGR)
1 YR2.73
2 YR1.4
3 YR3.1
5 YR6.01
10 YR8.41

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial16.99
Healthcare8.83
FMCG4.93
Construction3.49
Technology3.07
Services3.04
Energy2.45
Cons Durable2.07
Chemicals1.89
Automobile1.66

Indicators

LabelValue
Standard Deviation6.55%
Beta0.92%
Sharpe Ratio0.05

Vinod Bhat


Other Funds Managed by Vinod Bhat