Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth

Hybrid
Multi Asset Allocation
Very High Risk
1M
6M
1Y
All
NAV: 24 May 2024₹13.28
Min. SIP amount₹100
RatingNA
Fund size₹3,285.97Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Absolute returns
3M6M1YAll
Fund returns7.0%16.7%26.6%32.8%
Category averageNANA27.3%NA
Rank with in category121616NA
Understand terms

Holdings (87)

NameSectorInstrumentAssets
NAMutual Fund10.22%
FinancialEquity4.97%
EnergyEquity3.93%
FinancialEquity2.77%
NAMutual Fund2.56%
TechnologyEquity2.55%
Cholamandalam Investment and Finance Company Ltd.
FinancialDebenture1.82%
EnergyEquity1.69%
CommunicationEquity1.63%
ConstructionEquity1.63%
See All

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

Cons

Lower expense ratio: 0.43%
1Y annualised returns lower than category average by 0.71%

Expense ratio, exit load and tax

Expense ratio: 0.43%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund management

Sachin Wankhede
Jan 2023 - Present
View details

Education
Mr. Wankhede is a B. Com and PGDBM
Experience
Prior to joining Aditya Birla Sun Life AMC Limited, He was previously associated with Aditya Birla Financial Services Group, L&T Infrastructure Finance Company, Credit Analysis and Research and Gammon Infrastructure Projects Ltd.
Also manages these schemes

Dhaval Joshi
Jan 2023 - Present
View details

Education
Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Phone
NA
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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