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

Moderately High
13 yrs 10 monthsStarted on:17 Aug 2006
₹ 5.14 Cras on: 21 May 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)
3 YR1.87

SIP Returns

TenureReturns (CAGR)
5 YR2.58
10 YR6.86

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial21.35
Healthcare14.2
FMCG5.01
Energy4.8
Technology4.76
Construction3.42
Communication3.4
Services3.09
Cons Durable2.98
Chemicals2.77

Indicators

LabelValue
Standard Deviation12.68%
Beta1.17%

Vinod Bhat

Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.

Other Funds Managed by Vinod Bhat