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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.59 | 50.26 | 1.89 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.19 | 44.14 | 1.73 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 200 |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Aditya Birla SL Multi Asset Allocation Fund | 23.00% | — | 22.28% |
ICICI Pru Multi-Asset Fund | 22.57% | 21.50% | 17.17% |
Kotak Multi Asset Allocation Fund | 25.37% | — | 26.94% |
SBI Multi Asset Allocation Fund | 19.39% | 15.68% | 12.52% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
3.57 %
Holdings
3.50 %
Holdings
3.10 %
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.
Dhaval Gala
AUM: ₹18,198.19 Cr.
|
Exp: —
Bhupesh Bameta
AUM: ₹15,188.11 Cr.
|
Exp: 10yrs
Sachin Wankhede
AUM: ₹3,695.40 Cr.
|
Exp: 20yrs
Dhaval Joshi
AUM: ₹67,081.30 Cr.
|
Exp: 15yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%