Aditya Birla Sun Life Mutual Fund launches Aditya Birla Sun Life Multi Asset Allocation Fund

NFO
Jan 11, 2023 by Advisorkhoj Team | NFO | 9 Downloaded

NFO period: 11th January – 25th January, 2023

Highlights of the NFO:

  • Scheme type – An open ended scheme investing in Equity, Debt and Commodities

  • Investment objective – The investment objective of the scheme is to provide long term capital appreciation by investing across asset classes like Equity, Debt, Commodities, & units of REITs & InvITs. The scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the scheme will be achieved.

  • Product suitability – The product is suitable for investors who are seeking long term Capital Appreciation by investing in equity and equity related securities, debt & money market instruments and Commodities.

  • Minimum Application Amount – First investment is Rs. 500/- and in multiples of Rs. 1/- thereafter

  • Plan/ Options available – Regular Plan and Direct Plan having Growth Option and Income Distribution cum capital withdrawal (“IDCW”) Option (Payout of IDCW & Reinvestment of IDCW).

  • Fund Manager – Mr. Dhaval Shah

  • Benchmark – 65% S&P BSE 200 + 25% CRISIL Short Term Bond Fund Index + 5% of Domestic prices of Gold + 5% of Domestic prices of Silver

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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