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 Index |
| TER: 1.23% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 214.04 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed on or before 365 days from the date of allotment - 1% - if redeemed after 365 days from the date of allotment - Nil |
67.2724
0 (0.0036%)
10.63%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 primary objective of the Scheme is to generate capital appreciation primarily from a portfolio of equity schemes, ETFs and debt schemes accessed through the diversified investment styles. There can be no assurance that the investment objective of the Scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 7.06 |
| Sharpe Ratio | 1.1 |
| Alpha | 3.82 |
| Beta | 0.51 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in the underlying fund - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
99.99%
