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

Moderately High
8 yrs 8 monthsStarted on:09 May 2011
₹ 118.72 Cras on: 09 Dec 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)
YTD5.34
1 Month0.30
3 Month5.26
1 YR7.27
2 YR2.36
3 YR8.49

SIP Returns

TenureReturns (CAGR)
1 YR6.67
2 YR3.87
3 YR4.59
5 YR6.99

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial21.44
Healthcare11.99
FMCG6.66
Construction4.29
Technology4.19
Services3.88
Energy3.53
Cons Durable2.8
Chemicals2.6
Automobile2.19

Indicators

LabelValue
Standard Deviation8.82%
Beta1.02%
Sharpe Ratio0.34

Vinod Bhat


Other Funds Managed by Vinod Bhat