Aditya BSL Financial Planning FOF - Aggressive Plan (Hybrid, Hybrid Multi Asset Alloca)

Moderately High
7 yrs 5 monthsStarted on:09 May 2011
₹ 127.33 Cras on: 19 Sep 2018
Medium Horizon
1.41%
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)
3 Month2.04
1 YR1.97
2 YR9.26
3 YR11.03

SIP Returns

TenureReturns (CAGR)
1 YR2.46
2 YR7.55
3 YR10.2
5 YR11.75

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial26.25
Healthcare8.34
Technology7.11
Automobile6.23
Energy6.04
FMCG5.45
Construction3.23
Cons Durable2.48
Metals2.47
Services1.51

Indicators

LabelValue
Standard Deviation9.21%
Beta1.02%
Sharpe Ratio0.61

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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