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

Moderately High
13 yrs 6 monthsStarted on:17 Aug 2006
₹ 5.91 Cras on: 21 Jan 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 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)
YTD1.78
1 Month2.02
3 Month4.93
1 YR9.01
2 YR3.54
3 YR7.76

SIP Returns

TenureReturns (CAGR)
1 YR11.58
2 YR6.84
3 YR6.02
5 YR7.64
10 YR9.26

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial20.92
Healthcare10.68
FMCG4.87
Technology4.68
Construction4.19
Energy3.43
Services2.77
Chemicals2.36
Automobile2.2
Cons Durable2.13

Indicators

LabelValue
Standard Deviation6.46%
Beta0.93%
Sharpe Ratio0.3

Vinod Bhat


Other Funds Managed by Vinod Bhat