Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 17-08-2006
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate TRI
TER: 1.35% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 200.19 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year

57.1079

10.35%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 2 Months
14 Years 9 Months
17 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.

Current Asset Allocation (%)

Indicators

Standard Deviation 7.08
Sharpe Ratio 1.19
Alpha 3.54
Beta 0.51
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 30.22 15.51 14.87 14.63 13.81
HSBC Managed Solutions - Growth - Growth 30-04-2014 37.44 22.52 22.75 21.4 -
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 36.53 18.08 19.19 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 35.03 20.36 20.28 - -
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 31.14 21.23 20.86 19.87 16.23
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 30.9 16.41 16.62 15.03 13.93
HSBC Managed Solutions - Moderate - Growth 30-04-2014 29.33 17.36 17.29 16.21 -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 29.29 14.26 14.34 11.78 10.87
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 27.12 15.74 19.11 11.64 11.38
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 26.63 14.14 13.81 - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.01%

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