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

Moderately High
7 yrs 10 monthsStarted on:09 May 2011
₹ 13.51 Cras on: 15 Feb 2019
Medium Horizon
1.27%
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)
2 YR5.28
3 YR8.49

SIP Returns

TenureReturns (CAGR)
2 YR0.54
3 YR3.79
5 YR6.09

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial15.89
Healthcare5.54
Technology4.39
FMCG3.7
Energy3.49
Construction2.24
Automobile2.05
Metals2.01
Cons Durable1.84
Services1.17

Indicators

LabelValue
Standard Deviation6.41%
Beta0.49%
Sharpe Ratio0.32

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