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

Moderate
7 yrs 10 monthsStarted on:09 May 2011
₹ 4.42 Cras on: 15 Feb 2019
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)
3 Month0.07
1 YR1.43
2 YR5.01
3 YR7.01

SIP Returns

TenureReturns (CAGR)
2 YR2.24
3 YR4.11
5 YR5.72

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial9.23
Healthcare2.78
Technology2.4
FMCG2.01
Energy1.73
Construction1.39
Cons Durable1.37
Automobile1.14
Metals0.98
Services0.65

Indicators

LabelValue
Standard Deviation3.92%
Beta0.7%
Sharpe Ratio0.2

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