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

Moderately High
7 yrs 8 monthsStarted on:09 May 2011
₹ 14.44 Cras on: 17 Dec 2018
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)
YTD0.28
1 Month1.11
1 YR1.53
2 YR8.49
3 YR8.29

SIP Returns

TenureReturns (CAGR)
1 YR0.71
2 YR3.76
3 YR6.08
5 YR7.61

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial15.99
Healthcare5.61
Technology4.15
Energy3.56
FMCG3.48
Automobile2.7
Metals2.62
Construction2.37
Cons Durable1.97
Engineering1.05

Indicators

LabelValue
Standard Deviation6.47%
Beta0.49%
Sharpe Ratio0.26

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

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