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

Moderate
8 yrs 7 monthsStarted on:09 May 2011
₹ 4.42 Cras on: 14 Nov 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

Similar Funds
SBI Multi Asset Allocation Fund
Current NAV 28.58
Return (CAGR) 7.84%
Value Research NA
Axis Triple Advantage Fund
Current NAV 21.22
Return (CAGR) 8.49%
Value Research NA
ICICI Pru Multi Asset Fund
Current NAV 267.22
Return (CAGR) 21.25%
Value Research NA
Aditya Birla SL Financial Planning FoF Prudent Fund
Current NAV 20.34
Return (CAGR) 8.69%
Value Research NA
HDFC Dynamic PE Ratio Fund of Funds
Current NAV 18.8
Return (CAGR) 8.46%
Value Research NA
UTI Multi Asset Fund
Current NAV 34.5
Return (CAGR) 11.92%
Value Research NA
Franklin India Multi Asset Solution Fund
Current NAV 12.98
Return (CAGR) 5.40%
Value Research NA

Tenure

TenureReturns (CAGR)
YTD4.12
1 Month1.50
3 Month2.55
1 YR5.94
2 YR4.21
3 YR5.67

SIP Returns

TenureReturns (CAGR)
1 YR5.29
2 YR4.42
3 YR4.77
5 YR5.75

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial9.82
Healthcare5.69
FMCG2.84
Construction2.08
Technology2.02
Services1.81
Energy1.7
Cons Durable1.24
Chemicals1.23
Metals1.01

Indicators

LabelValue
Standard Deviation3.97%
Beta1.06%

Vinod Bhat


Other Funds Managed by Vinod Bhat