| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 31-01-2023 |
| Asset Class: |
| Benchmark: BSE 200(65.00), CRISIL Short-Term Bond Index(25.00), Domestic Price of Gold(5.00), Domestic Price of Silver(5.00) |
| Expense Ratio: 1.84% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,821.07 Cr As on (31-03-2025) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | 11.39 | - | - | - | 16.82 |
| Benchmark | - | - | - | - | - |
| Hybrid: Multi Asset Allocation | 8.23 | 13.73 | 20.49 | 12.14 | 11.79 |
Dhaval Shah, Bhupesh Bameta, Sachin Wankhede, Dhaval Joshi
The Scheme seeks to provide long term capital appreciation by investing across asset classes like Equity, Debt, Commodities, & units of REITs & InvITs.
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.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth | 7.35 | 1.56 | ||||
| Hybrid: Multi Asset Allocation | - | - | - | - | - | - |