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

Moderately High
8 yrs 8 monthsStarted on:09 May 2011
₹ 13.63 Cras on: 09 Dec 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)
YTD5.43
1 Month0.48
3 Month4.07
1 YR7.06
2 YR3.70
3 YR7.16

SIP Returns

TenureReturns (CAGR)
1 YR6.7
2 YR4.71
3 YR4.98
5 YR6.37

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial16.23
Healthcare8.38
FMCG4.94
Construction3.27
Technology3.22
Services2.87
Energy2.76
Cons Durable2.09
Chemicals1.84
Automobile1.58

Indicators

LabelValue
Standard Deviation6.13%
Beta0.89%
Sharpe Ratio0.23

Vinod Bhat


Other Funds Managed by Vinod Bhat