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Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹6 Cr

Lock In Period

N/A

Expense Ratio

0.02

Exit Load

Nil.

Benchmark

Crisil Balanced Fund Index

Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.6913.01
6M0.002.3124.44
1Y0.004.9495.47
3Y0.0012.85208.08

Portfolio Analysis

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About Fund Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth

Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Funds of Fundsscheme with Assets Under Management of ₹6 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 0.02. Under the expert guidance of Shravan Kumar Sreenivasul ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Shravan Kumar Sreenivasul

Mr. Shravan holds MBA and B.Tech (IIT, Kharagpur) degrees. He has experience as Asst. Vice President – Portfolio Manager- Equities, ING Investment Management (India) Pvt. Ltd (April 2008 – Till date), Senior Research Analyst - Television Eighteen India Ltd (July 2007 - March 2008), Senior Consultant- Capegemini India Pvt. Ltd. (May 2006 -June 2007) Program Analyst- Infosys Technologies Ltd (September 2001 - April 2005).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
The Wealth Company Gold ETF FOF Growth013.78 CR0.67
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Growth0238.75 CR0.6
UTI Silver ETF Fund of Fund Growth0588.4 CR0.45
Mirae Asset NYSE FANG + ETF Fund of Fund Growth52388.46 CR0.35
Fund Name1Y3Y
This FundThe Wealth Company Gold ETF FOF Growth00
This FundMirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Growth-0.76120
This FundUTI Silver ETF Fund of Fund Growth92.3306182.1444
This FundMirae Asset NYSE FANG + ETF Fund of Fund Growth28.1963204.5485

Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth FAQs

Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth is 0.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
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Returns of Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth is ₹6 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Asset Allocation Fund - Moderate Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.