- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Multi Asset Allocation Fund (Growth)
Aditya Birla Sun Life Multi Asset Allocation Fund (Growth)
₹ 12.589
NAV (Apr 22)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.589
NAV (Apr 22)
Fund Returns
Last 1Y | 25.7% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.9% |
6 Month CAGR | 13.1% |
Scheme Information
The investment objective of the Scheme is to provide long term capital appreciation by investing across asset classes like Equity,Debt,Commodities. & units of REITs & InvITs. The Scheme does not guarantee/indicate any returns. There can be no assurance that the objective of the Scheme will be achieved.
Expense Ratio | 1.88 |
Launched (1y ago) | Feb 02, 2023 |
AUM in Crores | 3143.873 |
ISIN | INF209KB12R6 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.61 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Multi Asset Allocation Fund (Growth) | 14,24,638 | 6,92,026 | 25.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
aditya bsl gold etf
10.2%hdfc bank ltd
5%reliance industries ltd
3.9%icici bank ltd
2.8%infosys ltd
2.6%Allocation by Sector
financial services
15.9%consumer cyclical
9.3%industrials
8.4%consumer defensive
6.1%technology
6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Multi Asset Allocation Fund (G) Review
Aditya Birla Sun Life Multi Asset Allocation Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 20.9% over a period of 1 years. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Bhupesh Bameta, Dhaval Joshi, Dhaval Shah, Sachin Wankhede.
Nav of Aditya Birla Sun Life Multi Asset Allocation Fund (G) as of 4/22/2024 is ₹12.59 with the total AUM as of 4/23/2024 is ₹3143.873. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Multi Asset Allocation Fund (G) was launched on Feb 02, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Multi Asset Allocation Fund (G) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Aditya Birla Sun Life Multi Asset Allocation Fund (G)?
How to invest in Aditya Birla Sun Life Multi Asset Allocation Fund (G)?
You can invest in Aditya Birla Sun Life Multi Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Multi Asset Allocation Fund (G)?
The minimum sip amount for Aditya Birla Sun Life Multi Asset Allocation Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Multi Asset Allocation Fund (G) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Multi Asset Allocation Fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Multi Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Multi Asset Allocation Fund (G)?
The expense ratio of the Aditya Birla Sun Life Multi Asset Allocation Fund (G) is 1.88% for regular plan.