Aditya Birla SL FP FoF – Moderate – Direct Growth

Other · FoFs Domestic
 · ★★★
100
Min SIP
100
Min Lumpsum
0.38 %
Expense Ratio
★★★
Rating
33
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 27 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 25.9% 13.9% 14.2% 11.3%
Category Average 24.9% 15% 16.7% -

Scheme Allocation

By Holding
By Sector
By Asset
ICICI Pru Savings Fund - Direct (G)
11.58%
HDFC Low Duration Fund - Direct (G)
8.83%
SBI Magnum Multicap Fund - Direct (G)
8.72%
Aditya Birla SL Short Term Fund-Dir(G)
8.48%
Aditya Birla SL Equity Fund - Direct (G)
7.68%
Others
54.71%
View all Holdings
Holdings Sector Instrument Asset
ICICI Pru Savings Fund - Direct (G) - - 11.58%
HDFC Low Duration Fund - Direct (G) - - 8.83%
SBI Magnum Multicap Fund - Direct (G) - - 8.72%
Aditya Birla SL Short Term Fund-Dir(G) - - 8.48%
Aditya Birla SL Equity Fund - Direct (G) - - 7.68%
Aditya Birla SL Gold ETF - - 7.59%
HDFC Corporate Bond Fund - Direct (G) - - 7.39%
IDFC Banking & PSU Debt Fund - Direct (G) - - 7.38%
ICICI Pru Bluechip Fund - Direct (G) - - 6.26%
Kotak Standard Multicap Fund - Direct (G) - - 6.21%
Kotak Emerging Equity Fund - Direct (G) - - 5.38%
Aditya Birla SL Frontline Equity Fund - Direct (G) - - 5.23%
Aditya Birla SL Nifty ETF - - 4.45%
Nippon India Small Cap Fund - Direct (G) - - 4.17%
C C I - - 1.16%
Net CA & Others - - -0.52%
Others
100%
View all Sectors
Sectors Asset
Mutual Funds Units
99.69%
Reverse Repos
0.57%
Net Curr Ass/Net Receivables
-0.26%
Others
0%

Advance Ratio

3.65
Alpha
1.81
SD
0.42
Beta
1.17
Sharpe

Exit Load

Exit Load 1.00% - For redemption/switch-out of units within 365 days from the date of allotment. Nil - For redemption/switch-out of units after 365 days from the date of allotment.

Fund Objective

To generate returns by investing in mutual fund schemes selected in accordance with the ING OptiMix Multi Investment Process, as per the risk-return profile of investors. Each of the 4 plans under the Scheme has a strategic asset allocation which is based on satisfying the needs to a specific risk-return profile of investors.

Fund Managers

Vinod Narayan Bhat

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
One World Centre,Tower 1,17th Flr, Jupiter Mills,senapati Bapat Marg,Elphinstone Road, Mumbai 400013
Contact:
43568000
Email ID:
care.mutualfunds@adityabirlacapital.com

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Frequently Asked Questions

How to invest in Aditya Birla SL FP FoF – Moderate – Direct Growth ?

You can invest in Aditya Birla SL FP FoF – Moderate – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Aditya Birla SL FP FoF – Moderate – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Aditya Birla SL FP FoF – Moderate – Direct Growth ?

The NAV of Aditya Birla SL FP FoF – Moderate – Direct Growth is ₹38.3 as of 27 February 2024.

How to redeem Aditya Birla SL FP FoF – Moderate – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Aditya Birla SL FP FoF – Moderate – Direct Growth?

The minimum SIP amount of Aditya Birla SL FP FoF – Moderate – Direct Growth is ₹100

How can I redeem my investments in Aditya Birla SL FP FoF – Moderate – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Aditya Birla SL FP FoF – Moderate – Direct Growth in Scheme, enter the redemption amount, and click on submit button.

How much returns have Aditya Birla SL FP FoF – Moderate – Direct Growth generated ?

The Aditya Birla SL FP FoF – Moderate – Direct Growth has delivered 11.3% since inception

What is the expense ratio of Aditya Birla SL FP FoF – Moderate – Direct Growth ?

The expense ratio of Aditya Birla SL FP FoF – Moderate – Direct Growth is 0.38 % as of 27 February 2024.

What is the AUM of Aditya Birla SL FP FoF – Moderate – Direct Growth?

The AUM of Aditya Birla SL FP FoF – Moderate – Direct Growth is ₹3,12,323 Cr as of 27 February 2024

What are the top stock holdings of Aditya Birla SL FP FoF – Moderate – Direct Growth?

The top stock holdings of Aditya Birla SL FP FoF – Moderate – Direct Growth are
  1. ICICI Pru Savings Fund - Direct (G) - 11.58%
  2. HDFC Low Duration Fund - Direct (G) - 8.83%
  3. SBI Magnum Multicap Fund - Direct (G) - 8.72%
  4. Aditya Birla SL Short Term Fund-Dir(G) - 8.48%
  5. Aditya Birla SL Equity Fund - Direct (G) - 7.68%

Can I make investments in both the SIP and Lump Sum schemes of Aditya Birla SL FP FoF – Moderate – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Aditya Birla SL FP FoF – Moderate – Direct Growth based on your investment objective and risk tolerance.
Invest Now