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

Moderately High
8 yrs 10 monthsStarted on:09 May 2011
₹ 13.87 Cras on: 27 Feb 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)
YTD1.26
3 Month1.81
1 YR9.65
2 YR4.68
3 YR6.58

SIP Returns

TenureReturns (CAGR)
1 YR8.49
2 YR6.33
3 YR5.64
5 YR6.77

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial15.45
Healthcare8.5
FMCG4.06
Technology3.51
Construction3.47
Energy2.62
Services2.36
Chemicals1.93
Cons Durable1.92
Automobile1.78

Indicators

LabelValue
Standard Deviation5.87%
Beta0.87%
Sharpe Ratio0.28

Vinod Bhat


Other Funds Managed by Vinod Bhat