Algos

Options

A tool designed to create, analyze, and manage options strategies through algorithmic models to optimize trading performance.

Backtesting

Allows traders to test their strategies against historical data to see how they would have performed in real market conditions before applying them live.

Algos Scalping

A high-frequency trading strategy that aims to capitalize on small price changes within short time frames. This tool automates quick trades to take advantage of market inefficiencies.

Portfolio & AI Analysis

View Portfolio

A comprehensive dashboard to view and analyze your current investments and holdings, offering insights into their performance and risks.

Live AI Agent

An intelligent assistant powered by artificial intelligence that can help you make trading decisions by providing real-time recommendations based on market trends and your portfolio.

Trading

Option Chain

Displays a list of available options for a particular asset, showing their prices, expiration dates, and strike prices to help traders select appropriate contracts for trading.

Spreads

A trading strategy where a trader buys and sells options of the same class (call or put) on the same underlying asset but with different strike prices or expiration dates.

Straddle Scanner

Scans for straddle opportunities, where a trader buys both a call and a put option with the same strike price and expiration date, typically used when expecting high volatility.

Spread Analyzer

Analyzes different spread strategies, providing insights into potential profits, risks, and the best combinations of options for a chosen strategy.

Strike Scanner

A tool that scans various strike prices for options to identify which ones may offer the best risk-to-reward ratio based on current market conditions.

Strategies

Covered Call

A strategy where a trader holds a long position in an asset while simultaneously selling a call option on that asset to generate income from option premiums.

Cash Secured Put

A strategy in which a trader sells a put option while ensuring they have enough cash in their account to purchase the underlying asset if the option is exercised.

Futures Arbitrage

A strategy involving the simultaneous buying and selling of futures contracts to profit from price differences between related markets or instruments.

Exchanges Arbitrage

A principle that states the price relationship between puts and calls with the same strike prices and expiration dates should remain in a balanced equilibrium, allowing traders to exploit discrepancies.

Put Call Parity

A tool that scans various strike prices for options to identify which ones may offer the best risk-to-reward ratio based on current market conditions.

Box Spread Arbitrage

A market-neutral strategy that involves using four options (a combination of calls and puts) to lock in a risk-free profit from the price discrepancy between them.

Stocks

Screener

A tool that filters stocks based on predefined criteria such as market capitalization, sector, dividend yield, etc., to help traders find stocks that match their investment strategy.

Live Analysis

Provides real-time analysis of stock performance, including trends, technical indicators, and news, helping traders make informed decisions based on live market data.
Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth logo

Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth

Hybrid Multi Asset Allocation
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Overview

Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth

Aditya Birla Sun Life Mutual Fund

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

Investments in Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 14.6731

Fund Size (AUM)

₹ 3,821 Cr

Risk

Very High (Risk rating: 6/10)

Minimum Investment

Lumpsum: ₹ 500

SIP: ₹100

Launch Date

31 January 2023

Expense Ratio

0.6%

Exit Load

Exit load of 1%, if redeemed within 365 days.

Benchmark

None

Standard Deviation

N/A

History

Performance & Ratios

1-Year SIP Return

7.52%

3-Year SIP Return

N/A

5-Year SIP Return

N/A

Mean Return

N/A

Alpha

-

Beta

-

Sharpe Ratio

-

Sortino Ratio

-

Information Ratio

-

Returns
1Y 3Y 5Y All Time
Fund Returns 14.64% N/A N/A N/A
Category Average 9.00% 13.09% 18.69% N/A
Rank Within Category 6 N/A N/A N/A

Holdings (92)

Company Sector Instrument Assets
Aditya Birla Sun Life Gold ETF None Mutual Fund 10.35%
Aditya Birla Sun Life Silver ETF-Growth None Mutual Fund 4.33%
Reliance Industries Ltd. Energy Equity 3.86%
HDFC Bank Ltd. Financial Equity 3.51%
ICICI Bank Ltd. Financial Equity 3.33%
Kotak Mahindra Bank Ltd. Financial Equity 3.23%
Bharti Airtel Ltd. Communication Equity 2.55%
Infosys Ltd. Technology Equity 2.54%
Larsen & Toubro Ltd. Construction Equity 1.96%
Bajaj Finance Ltd. Financial Equity 1.8%

Holdings Analysis

Peer Comparison

Peer Comparison

Fund Name AUM (₹ Cr) 1Y Return (%) 3Y Return (%) Expense Ratio (%) Rating
UTI Multi Asset Allocation Fund Direct Growth ₹ 5,285 10.84 19.15 0.52 N/A
ICICI Prudential Multi Asset Fund Direct Growth ₹ 55,360 14.03 18.75 0.69 N/A
Quant Multi Asset Fund Direct Growth ₹ 3,183 5.57 17.88 0.61 N/A
SBI Multi Asset Allocation Fund Direct Growth ₹ 7,674 10.28 14.92 0.55 N/A
HDFC Multi Asset Fund Direct Growth ₹ 4,034 12.72 14.54 0.93 N/A

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 100

Multiplier: 1

Systematic Transfer Plan (STP):

Frequency: MONTHLY

Dates: 1, 7, 10, 14, 20, 21, 28

Min Amount: ₹ 500

Min Installments: 6

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28

Min Amount: ₹ 500

Min Installments: 6

AMC Details

Asset Management Company

Aditya Birla Sun Life Mutual Fund

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017. Aditya Birla Sun Life Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

Aditya Birla Sun Life Mutual Funds is one of the best and biggest asset management companies in India. It has a strong presence across the financial industry and has more than 16,000 employees working under it.

They have four main visions that they aspire to achieve. The first being a leader in the mutual fund industry, rather than just being another competitor. The second is to be a role model by being the best in whatever they do. The third is to be a broad-based player to meet all the needs of their customers and the last is to become an integrated player to garner a competitive edge in the market.

Aditya Birla Sun Life Mutual Fund offers various mutual fund schemes across various categories and sub- categories. An investor can choose the particular fund he/she wants to invest in based on their financial goals.

Launch Date

23 December 1994

Total AUM

₹ 3,64,797 Cr

Address

One World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013

Phone

None

Website

http://mutualfund.adityabirlacapital.com

Sub Type

None

Sub Type Info

None

Tax Impact

None

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth?

The top stocks held by Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth include Aditya Birla Sun Life Gold ETF, Aditya Birla Sun Life Silver ETF-Growth, Reliance Industries Ltd..

Which industries does Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth invest in?

Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth primarily invests in the following industries: None, Energy, Financial.

Who are the fund managers of Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth?

The fund managers of Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth are Dhaval Gala and Bhupesh Bameta and Sachin Wankhede and Dhaval Joshi.

How many years has the fund manager been managing Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth?

Dhaval Gala has been managing the fund for 0 years.
Bhupesh Bameta has been managing the fund for 2 years.
Sachin Wankhede has been managing the fund for 2 years.
Dhaval Joshi has been managing the fund for 2 years.

What is the minimum investment for Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth?

The minimum investment for Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth is ₹500 for lumpsum investments and ₹100 for SIPs.

What are the average 1-year returns for Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth?

The average 1-year return for Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth is 7.52%.

What are the average 3-year returns for Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth?

The fund has not been in existence for 3 years, so 3-year returns are not available.

What is the expense ratio of Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth, and how does it compare to its category?

The expense ratio of Aditya Birla Sun Life Multi Asset Allocation Fund Direct Growth is 0.6%. The average expense ratio for similar funds in the Hybrid is 0.66%.