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

Moderate
7 yrs 5 monthsStarted on:09 May 2011
₹ 4.68 Cras on: 19 Sep 2018
Medium Horizon
1.20%
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)
YTD2.62
3 Month1.42
1 YR3.60
2 YR6.10
3 YR7.38

SIP Returns

TenureReturns (CAGR)
1 YR3.85
2 YR5.57
3 YR6.7
5 YR7.5

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial11.45
Technology3.14
Healthcare2.95
Automobile2.51
Energy2.21
FMCG2.06
Cons Durable1.5
Construction1.48
Metals0.86
Engineering0.63

Indicators

LabelValue
Standard Deviation3.14%
Beta0.49%
Sharpe Ratio0.47

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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