Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
| Category: Fund of Funds-Domestic-Hybrid |
| Launch Date: 17-08-2006 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 50+50 Moderate Index |
| Expense Ratio: 1.19% As on ( 31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 195 Cr As on ( 31-03-2025) |
| Turn over: |
PERFORMANCE of Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Scheme Performance (%) Data as on - 30-04-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | 9.96 | 14.75 | 17.53 | 11.97 | 10.45 |
| Benchmark | - | - | - | - | - |
| Fund of Funds-Domestic-Hybrid | 9.74 | 13.49 | 15.95 | 10.68 | 12.2 |
Yearly Performance (%)
Fund Managers
Vinod Bhat, Dhaval Joshi
Investment Objective
The Scheme seeks to generate capital appreciation primarily from a portfolio of equity and debt funds accessed through the diversified investment styles of underlying schemes selected in accordance with the BSLAMC process.
RETURNS CALCULATOR for Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option | 7.06 | 1.1 | 3.82 | 0.51 | - | - |
| Fund of Funds-Domestic-Hybrid | - | - | - | - | - | - |