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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: 1.19% As on (31-03-2025)
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
NAV as on 08-04-2025

61.0864

0.65 (1.0613%)

CAGR Since Inception

10.19%

Benchmark: 11.41%

PERFORMANCE

Returns Type:
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AK Hybrid Balanced TRI
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Gold
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PPF
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RETURNS ANALYSIS

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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 5.89 18.19 12.05 18.29 10.97
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 9.22 14.12 10.27 9.89 6.59
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 7.83 20.66 15.41 - -
Quantum Multi Asset Fund of Funds - Regular Plan Growth Option 05-04-2017 7.81 12.66 10.13 11.76 -
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 7.71 12.99 9.98 12.72 8.52
HSBC Income Plus Arbitrage Active FOF - Growth 30-04-2014 7.43 8.13 6.52 6.85 6.24
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 7.36 16.6 13.05 - -
ICICI Prudential Asset Allocator Fund (FOF) - Growth 10-12-2003 6.42 14.2 11.93 18.06 11.21
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 6.1 12.86 9.1 - -
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 5.92 15.36 10.87 15.85 9.78

Scheme Characteristics

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

Riskometer

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PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

February 2025

Monthly Portfolio Disclosure - February 2025

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