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

Moderate
8 yrs 10 monthsStarted on:09 May 2011
₹ 4.25 Cras on: 27 Feb 2020
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

Similar Funds
SBI Multi Asset Allocation Fund
Current NAV 29.02
Return (CAGR) 7.80%
Value Research NA
Axis Triple Advantage Fund
Current NAV 21.72
Return (CAGR) 8.49%
Value Research NA
Aditya Birla SL Financial Planning FoF Prudent Fund
Current NAV 21.01
Return (CAGR) 8.79%
Value Research NA
ICICI Pru Multi Asset Fund
Current NAV 263.08
Return (CAGR) 20.76%
Value Research NA
HDFC Dynamic PE Ratio Fund of Funds
Current NAV 18.86
Return (CAGR) 8.19%
Value Research NA
Franklin India Multi Asset Solution Fund
Current NAV 13.11
Return (CAGR) 5.30%
Value Research NA
UTI Multi Asset Fund
Current NAV 35.18
Return (CAGR) 11.80%
Value Research NA

Tenure

TenureReturns (CAGR)
YTD1.41
3 Month1.88
1 YR8.47
2 YR5.13
3 YR6.03

SIP Returns

TenureReturns (CAGR)
1 YR7.93
2 YR6.23
3 YR5.7
5 YR6.27

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial9.35
Healthcare5.14
Technology2.26
FMCG2.21
Construction2.18
Energy1.63
Services1.43
Chemicals1.19
Cons Durable1.11
Automobile1.05

Indicators

LabelValue
Standard Deviation3.75%
Beta1.02%
Sharpe Ratio0.15

Vinod Bhat


Other Funds Managed by Vinod Bhat