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: BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00)
TER: 1.85% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 500
Minimum Topup: 500
Total Assets: 3,586.59 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 365 days.

13.8138

16.27%

PERFORMANCE

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AK Multi Asset Allocation TRI
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Gold
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PPF
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Created with Highstock 2.1.5Rate of ReturnAditya Birla Sun Life Multi Asset Allocation Fund-Regular GrowthAditya Birla Sun Life Multi Asset Allocation Fund-Regular GrowthAK Multi Asset Allocation TRIHybrid: Multi Asset AllocationGoldPPF1 Week1 Month3 Months6 Months1 Year3 Years5 YearsSinceInception-10010203040Advisorkhoj.com
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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
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 7.35
Average Maturity 1.56

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 13.13 19.01 - - -
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth 12-05-2023 15.93 - - - -
DSP Multi Asset Allocation Fund - Regular - Growth 05-09-2023 14.73 - - - -
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 13.91 23.41 18.54 28.06 14.45
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option 10-08-2020 12.22 22.53 14.94 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.66%

Others

34.39%

Large Cap

44.37%

Mid Cap

12.94%

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