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Aditya Birla SL Multi Asset Allocation Fund

Growth
HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 3,404 Cr
Very High RiskPrinciple investment will be at very high risk
14.040.22% (+0.03)

Price Chart

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Returns
0.00%
1M
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SIP
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1M
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Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridMulti Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 3,404 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.4354.992.48
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2042.913.30

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.

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

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

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.
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Invested

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Returns (0%)

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Fund Manager

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Exp:

 | 

#Funds: 18

Exp: 10yrs

 | 

#Funds: 34

Exp: 20yrs

 | 

#Funds: 2

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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

    88

  • Total AUM

    ₹ 3,51,731.41 Cr.