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: 1.25% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 187.46 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year

62.7548

10.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced 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
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 7.06
Sharpe Ratio 1.1
Alpha 3.82
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 17.89 20.61 13.6 16.05 12.09
HSBC Managed Solutions - Growth - Growth 30-04-2014 24.98 28.58 19.72 23.1 20.77
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 20.58 22.36 18.28 20.76 14.44
HSBC Managed Solutions - Moderate - Growth 30-04-2014 20.18 22.72 15.38 18.04 13.62
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 19.17 24.25 17.89 - -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 18.35 21.63 15.28 16.91 12.55
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 18.08 19.87 13.1 - -
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 17.36 21.65 15.55 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 16.49 19.94 12.31 13.57 9.88
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 15.45 17.87 12.94 14.08 10.62

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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