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

Moderately High
7 yrs 5 monthsStarted on:09 May 2011
₹ 15.16 Cras on: 19 Sep 2018
Medium Horizon
1.31%
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)
YTD1.27
3 Month1.76
1 YR2.90
2 YR7.32
3 YR8.73

SIP Returns

TenureReturns (CAGR)
1 YR3.23
2 YR6.32
3 YR8.03
5 YR9.08

Portfolio

Company Name% Assets

Top Sectoral Holdings

Sector Name% Assets
Financial18.67
Healthcare5.62
Technology5.12
Automobile4.21
Energy3.8
FMCG3.75
Construction2.23
Cons Durable1.98
Metals1.64
Engineering0.97

Indicators

LabelValue
Standard Deviation5.5%
Beta0.75%
Sharpe Ratio0.56

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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