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

Moderate
7 yrs 8 monthsStarted on:09 May 2011
₹ 4.44 Cras on: 17 Dec 2018
Medium Horizon
1.17%
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)
YTD2.74
1 Month1.07
1 YR3.59
2 YR6.94
3 YR7.31

SIP Returns

TenureReturns (CAGR)
1 YR2.79
2 YR4.38
3 YR5.66
5 YR6.72

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial9.05
Healthcare2.85
Technology2.29
Energy1.95
FMCG1.89
Automobile1.49
Metals1.45
Construction1.42
Cons Durable1.27
Engineering0.61

Indicators

LabelValue
Standard Deviation3.9%
Beta0.67%
Sharpe Ratio0.17

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

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