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: 1.26% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 183.58 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 1 year

62.6751

10.36%

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 11.87 21.22 13.61 19.57 11.62
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.82 23.83 17.45 - -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 12.38 15.42 11.04 10.42 6.85
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 11.67 19.16 14.81 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 11.26 15.8 12.28 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 11.12 14.5 11.1 12.86 -
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 10.68 25.17 17.96 27.68 18.51
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 10.04 17.84 12.39 16.54 10.22
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 9.93 14.31 10.69 12.94 8.73
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 9.85 21.01 14.11 20.12 11.82

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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