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

Moderately High
8 yrs 10 monthsStarted on:09 May 2011
₹ 120.76 Cras on: 20 Feb 2020
Medium Horizon
1.25%
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)
YTD3.23
1 Month0.85
3 Month4.41
1 YR13.31
2 YR5.51
3 YR7.87

SIP Returns

TenureReturns (CAGR)
1 YR13.46
2 YR8.18
3 YR6.69
5 YR8.28

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial21.24
Healthcare12.49
FMCG5.7
Technology4.76
Construction4.64
Energy3.39
Services3.21
Chemicals2.77
Cons Durable2.65
Automobile2.45

Indicators

LabelValue
Standard Deviation8.41%
Beta0.99%
Sharpe Ratio0.35

Vinod Bhat


Other Funds Managed by Vinod Bhat