Aditya Birla Sun Life Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is ADITYA BIRLA SUN LIFE GOLD ETF with a portfolio weight of 8.60% .
The fund currently owns more than 117 stocks.
The top 10 holdings account for 29.33% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 22.34% | 8.09% |
| 2 Year Return | 55.08% | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.50% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Mutual Funds |
8.60%
|
|
| 2 | Financials |
4.22%
|
|
| 3 | Financials |
2.82%
|
|
| 4 | Finance - Mutual Funds |
2.44%
|
|
| 5 |
2.15%
|
||
| 6 | Energy |
2.08%
|
|
| 7 | Communication Services |
2.03%
|
|
| 8 | Information Technology |
1.85%
|
|
| 9 | Finance - Banks - Private Sector |
1.62%
|
|
| 10 | Consumer Staples |
1.53%
|
|
| 11 | Industrials |
1.52%
|
|
| 12 | Financials |
1.49%
|
AMC: BirlaSunLife
Category: Hybrid • Multi Asset Allocation
Launch Date: 11 Jan 2023
Fund Manager: Mr. Bhupesh Bameta
Minimum Purchase: ₹500
Exit Load: For redemption / switch out upto 30% of units within 1 year from the date of allotment - Nil. For redemption / switch out of more than 30% of units within 1 year from the date of allotment - 1.00% of applicable NAV. For redemption/switch out after 1 year from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Multi Asset Allocation Fund - Direct Plan is managed by BirlaSunLife and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds