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

Moderate
9 yrs 1 monthsStarted on:09 May 2011
₹ 4.2 Cras on: 21 May 2020
Medium Horizon
0.84%
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)
1 Month0.64
1 YR1.29
2 YR2.85
3 YR3.91

SIP Returns

TenureReturns (CAGR)
2 YR1.63
3 YR2.35
5 YR4.17

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial10.79
Energy3.82
Technology2.99
Healthcare2.2
FMCG2.19
Construction1.92
Chemicals1.87
Services1.39
Automobile1.32
Communication0.89

Indicators

LabelValue
Standard Deviation6.58%
Beta1.19%

Vinod Bhat

Vinod is a CFA (USA) and has done his MBA in Finance from Wharton University of Pennsylvania (USA). He is an M.S. in Industrial Engineering from Pennsylvania State University (USA) and holds a B.Tech degree in Mechanical Engineering from IIT Bombay.
Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate- Investment Banking. He was also part of Credit Suisse (USA) as an Associate - Investment Banking.

Other Funds Managed by Vinod Bhat