Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Hybrid: Multi Asset Allocation
Launch Date: 31-01-2023
Asset Class:
Benchmark: S&P BSE 200 (65), CRISIL Short-Term Bond Index (25), Domestic Price of Silver (5), Domestic Price of Gold (5)
TER: 1.88% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,143.87 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 365 days.

12.5401

20.84%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
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
There is no value for 2x
There is no value for 4x
There is no value for 5x
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 provide long term capital appreciation by investing across asset classes like Equity, Debt, Commodities, & units of REITs & InvITs.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity 7.53
Average Maturity 2.04

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 Multi Asset Allocation Fund-Regular Growth 31-01-2023 24.42 - - - -
Quant Multi Asset Fund-GROWTH OPTION - Regular Plan 21-03-2001 47.4 22.2 29.68 28.18 16.99
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option 19-11-2008 40.73 22.07 17.96 14.13 10.65
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 33.34 20.96 26.15 19.41 16.12
Nippon India Multi Asset Fund - Regular Plan - Growth Option 05-08-2020 32.64 17.4 17.45 - -
SBI Multi Asset Allocation Fund - Regular Plan - Growth 21-12-2005 28.32 16.39 15.92 14.09 11.65
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth Option 19-12-2022 28.18 - - - -
Tata Multi Asset Opportunities Fund-Regular Plan-Growth 04-03-2020 27.76 15.23 16.59 - -
HDFC Multi-Asset Fund - Growth Option 05-08-2005 22.31 13.72 14.54 13.95 11.21
Axis Multi Asset Allocation Fund - Regular Plan - Growth Option 01-08-2010 19.42 6.88 10.33 12.52 10.17

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

9.79%

Others

36.18%

Large Cap

43.51%

Mid Cap

10.49%

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