Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth is a fund scheme from Aditya Birla Sun Life mutual fund. It falls under a Multi Asset Allocation category. After being launched on 2023-01-31. Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth has achieved Rs 3709.54 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 1.85%.

• Investing Strategy:

  The investment objective of the Scheme is to provide long term capital appreciation by investing across asset classes like Equity, Debt, Commodities, & units of REITs & InvITs.

• Performance:

  Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth trailing returns over different times are 12.55% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 12.55%

• Fund Manager & Portfolio Allocation:

  Dhaval Shah, Bhupesh Bameta, Sachin Wankhede, Dhaval Joshi are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Financial Services, Consumer Cyclical, Industrials, Technology, Healthcare, , Sectors. First five holdings of this fund are Reliance Industries Ltd, HDFC Bank Ltd, ICICI Bank Ltd, Infosys Ltd, Kotak Mahindra Bank Ltd, Cholamandalam Investment And Fin. Co. Ltd, Small Industries Development Bank Of India, National Bank For Agriculture And Rural Development, LIC Housing Finance Limited, 5.74% Govt Stock 2026, Aditya BSL Gold ETF, Aditya BSL Silver ETF, Clearing Corporation Of India Limited, Cash Offset For Derivatives, Margin (Future And Options) Companies.