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

Moderately High
8 yrs 9 monthsStarted on:09 May 2011
₹ 119.33 Cras on: 21 Jan 2020
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)
YTD2.12
1 Month2.45
3 Month5.56
1 YR9.62
2 YR2.64
3 YR9.32

SIP Returns

TenureReturns (CAGR)
1 YR12.58
2 YR7.22
3 YR6.37
5 YR8.07

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial22.45
Healthcare12.52
FMCG6.04
Technology4.59
Construction4.5
Energy3.6
Services3.34
Chemicals2.69
Automobile2.6
Cons Durable2.54

Indicators

LabelValue
Standard Deviation8.69%
Beta1.02%
Sharpe Ratio0.44

Vinod Bhat


Other Funds Managed by Vinod Bhat