Aditya Birla Sun Life Multi-Asset Omni FOF - Direct Plan has delivered 33.39% absolute return over the last 5 years.
The average return for funds is 61.66% .
This fund ranks #107 in its category based on 5-year returns.
The largest portfolio holding is ADITYA BIRLA SUN LIFE FLEXI CAP FUND GROWTH DIRECT PLAN with a portfolio weight of 12.89% .
The fund currently owns more than 15 stocks.
The top 10 holdings account for 89.61% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 28.67% | 2.52% |
| 2 Year Return | 60.06% | 14.81% |
| 3 Year Return | 92.58% | 41.29% |
| 4 Year Return | 151.73% | 54.54% |
| 5 Year Return | 194.62% | 61.66% |
| 6 Year Return | 199.01% | 80.31% |
| 7 Year Return | 305.98% | 90.53% |
| Expense Ratio | 0.25% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
12.89%
|
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| 2 |
10.87%
|
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| 3 | Finance - Mutual Funds |
10.45%
|
|
| 4 |
10.40%
|
||
| 5 |
10.37%
|
||
| 6 |
7.08%
|
||
| 7 |
6.99%
|
||
| 8 |
6.97%
|
||
| 9 |
6.93%
|
||
| 10 |
6.66%
|
||
| 11 |
4.66%
|
||
| 12 |
2.77%
|
Minimum Purchase: ₹1,000
Exit Load: 1% If redeemed on or before 365 days from the date of allotment. Nil If redeemed after 365 days from the date of allotment.
Lock-in: 1
Risk: High Risk
Aditya Birla Sun Life Multi-Asset Omni FOF - Direct Plan is managed by BirlaSunLife .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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