Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

Aditya Birla SL Multi Asset Allocation Fund

Growth
HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 3,695 Cr
Very High RiskPrinciple investment will be at very high risk
14.510.00% (+0.00)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 3,695 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5950.261.89
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.1944.141.73

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
BSE 200

About Multi Asset Allocation Fund

Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.

Peers & Comparison

Comparing 3 mutual funds from 
HybridMulti Asset Allocation Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Aditya Birla SL Multi Asset Allocation Fund23.00%22.28%
ICICI Pru Multi-Asset Fund22.57%21.50%17.17%
Kotak Multi Asset Allocation Fund25.37%26.94%
SBI Multi Asset Allocation Fund19.39%15.68%12.52%

Price Comparison

Compare Aditya Birla SL Multi Asset Allocation Fund with any MF, ETF, stock or index
Compare Aditya Birla SL Multi Asset Allocation Fund with any MF, ETF, stock or index
Aditya Birla SL Multi Asset Allocation Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
+2 moreCash & EquivalentsREITs & InvITCorporate DebtMutual FundsEquity1.78%2.33%3.99%12.19%14.34%65.38%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+28 moreIT Services & ConsultingInvestment Banking & BrokeragePublic BanksPrivate BanksOthers53.35 %5.96 %6.34 %8.38 %9.84 %16.13 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2414.16%14.57%14.81%16.27%16.08%16.13%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • HDFC Bank Ltd
    HDFCBANK
    3M change : -0.79 %

    Holdings

    3.57 %

    -0.79 %
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.72 %

    Holdings

    3.50 %

    -0.72 %
  • Infosys Ltd
    INFY
    3M change : 0.20 %

    Holdings

    3.10 %

    0.20 %

AMC Profile

Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.

  • No.of Schemes

    93

  • Total AUM

    ₹ 3,75,775.80 Cr.

Fund Manager Profile

Dhaval Gala

AUM:  ₹18,198.19 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Bhupesh Bameta

AUM:  ₹15,188.11 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Sachin Wankhede

AUM:  ₹3,695.40 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 20yrs

Dhaval Joshi

AUM:  ₹67,081.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.