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

Moderately High
8 yrs 4 monthsStarted on:09 May 2011
₹ 114.49 Cras on: 22 Aug 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 YR0.62
3 YR5.10

SIP Returns

TenureReturns (CAGR)
3 YR0.86
5 YR4.92

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial20
Healthcare10.55
FMCG6.27
Construction3.6
Technology3.51
Energy3.19
Services3.15
Cons Durable2.36
Automobile2.33
Metals2.15

Indicators

LabelValue
Standard Deviation9.09%
Beta1.04%
Sharpe Ratio0.04

Vinod Bhat


Other Funds Managed by Vinod Bhat