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

Moderately High
8 yrs 9 monthsStarted on:09 May 2011
₹ 13.79 Cras on: 21 Jan 2020
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)
YTD1.63
1 Month1.91
3 Month4.51
1 YR8.77
2 YR4.02
3 YR7.75

SIP Returns

TenureReturns (CAGR)
1 YR10.99
2 YR7.12
3 YR6.34
5 YR7.18

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial16.4
Healthcare8.52
FMCG4.39
Technology3.39
Construction3.38
Energy2.78
Services2.47
Automobile1.92
Chemicals1.88
Cons Durable1.86

Indicators

LabelValue
Standard Deviation6.01%
Beta0.89%
Sharpe Ratio0.35

Vinod Bhat


Other Funds Managed by Vinod Bhat