Aditya Birla SL Financial Planning FoF Aggressive (Hybrid, Hybrid Multi Asset Alloca)

Moderately High
7 yrs 10 monthsStarted on:09 May 2011
₹ 117.05 Cras on: 15 Feb 2019
Medium Horizon
1.41%
Capital Growth and Income

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process, as per the risk-return profile of investors.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
2 YR6.12
3 YR11.23

SIP Returns

TenureReturns (CAGR)
3 YR3.96
5 YR7.19

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial22.15
Healthcare7.94
Technology5.99
Energy5.02
FMCG4.97
Construction3.04
Automobile2.81
Cons Durable2.75
Metals2.67
Services1.7

Indicators

LabelValue
Standard Deviation10.09%
Beta0.8%
Sharpe Ratio0.43

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd

Other Funds Managed by Kunal Sangoi