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Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually)

Hybrid

Dynamic Asset Allocation Or Balanced Advantage

₹ 30.13

NAV (OCT 23)

Scripbox Opinion

Neutral

Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions. This makes their performance difficult to assess. With a high Equity component, the impact of market fluctuations on these funds is high. It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

14 Years

The fund has sufficient history for analysis and the track record is good

Relative Size

6 Cr

Negligible within the category

Category View

Neutral

The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK.

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Historical NAV

30.13

NAV (OCT 23)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

The primary objective of the Scheme is to generate capital appreciation primarily from a portfolio of equity schemes,ETFs and debt schemes accessed through the diversified investment styles.

Low

Moderately Low

Moderate

Moderately High

High

Moderately High risk

1.29%

Expense Ratio

17th Aug, 2006

Launched (14y ago)

₹ 6

AUM in Crores

INF084M01AG7

No Lock-in

CRISIL Hybrid 50+50 - Moderate TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Vinod Bhat

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 25th October 2020

Top Stock Holdings

Aditya Bsl Equity Dir Gr

14%

Aditya Bsl Gold Etf

12%

Aditya Bsl Equity Advantage Dir Gr

12%

Aditya Bsl Focused Eq Dir Gr

12%

Aditya Bsl Short Term Dir Gr

11%
See all holdings
allocation by market cap

Comparison with Hybrid Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of 9.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?

Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

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Track Record

We look at consistent and long historical performance for our analysis

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Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

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Category View

We check if the sub-category of the fund is recommended by us

calender

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred

calender

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better

calender

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better

Equity Funds

Debt Funds

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About Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually)

About Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually)

Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.64% over a period of 14 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Vinod Bhat.

Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually) Investment Objective

The primary objective of the Scheme is to generate capital appreciation primarily from a portfolio of equity schemes,ETFs and debt schemes accessed through the diversified investment styles. However, there is no assurance that the objective of the scheme will be realized.

Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually) NAV, AUM and Risk

The fund was launched on 2006-08-17. The NAV of the fund as of 2020-10-23 is ₹ 30.13. The total AUM of the fund as of 2020-10-23 is ₹ 6 Cr. The category risk of the fund is Moderately High risk

The fund charges 1.29 % as expense ratio.

Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually) Holdings

The fund’s highest allocation is towards equity and has invested 65.15% in this asset class. The top three holdings of the fund are aditya bsl equity dir gr, aditya bsl gold etf and aditya bsl equity advantage dir gr.

Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually) SIP

The minimum SIP(Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Aditya Birla Sun Life Asset Allocator Multi Manager FoF Scheme (Dividend Reinvestment - Annually) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 50+50 - Moderate TR INR.