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

Moderate
8 yrs 9 monthsStarted on:09 May 2011
₹ 4.27 Cras on: 21 Jan 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

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Tenure

TenureReturns (CAGR)
YTD1.10
1 Month1.32
3 Month3.35
1 YR7.24
2 YR4.72
3 YR6.48

SIP Returns

TenureReturns (CAGR)
1 YR8.81
2 YR6.4
3 YR5.89
5 YR6.39

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial10.06
Healthcare5.15
FMCG2.46
Technology2.2
Construction2.15
Energy1.75
Services1.5
Chemicals1.17
Automobile1.14
Cons Durable1.09

Indicators

LabelValue
Standard Deviation3.82%
Beta1.03%
Sharpe Ratio0.2

Vinod Bhat


Other Funds Managed by Vinod Bhat