Aditya Birla SL Financial Planning FOF Moderate Plan(G)

21.63 0.01 (0.05%) NAV as on 07-Aug-20

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return11.021.5210.604.706.938.69
Category Avg34.79-2.223.153.966.937.62
Category Best3.604.819.7912.4612.2115.17
Category Worst0.810.64-3.394.997.384.67

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202011.18NANA-11.30
20190.600.163.112.70
20181.02-0.441.82-1.81
20172.823.333.266.73
20165.235.19-2.930.20
20150.191.070.182.77

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
20196.691732NA
20180.571929NA
201717.11128NA
20167.662430NA
20154.261930NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IDFC All Seasons Bond Fund-Reg(G)33.3720-Sep-0411.128.388.477.86
Kotak Asset Allocator Fund(G)94.4910-Aug-0414.268.359.4215.06
ICICI Pru Debt Mgmt Fund(FOF)(G)33.0329-Dec-039.577.528.327.44
Quantum Multi Asset FOFs(G)-Direct Plan20.5712-Jul-1210.317.38.439.34
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]15.2649
Semi Standard Deviation [%]5.5877
Beta [%]0.0003
Sharp Ratio [%]0.1819
R-Square [%]0.0178
Expense Ratio [%]1.0000
AVG Ratio [%]2.3847
Other Ratios
Jenson Ratio [%]0.0325
Treynor Ratio [%]99.8982
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0031
SORTINO Ratio [%]0.4248

Return Calculator

MARKET STATS As on 10/08/2020 As on 10/08/2020

11270.15 (0.50) 38182.08 (0.37)

TOP GAINERS

Company Price Change Gain (%)
Neulands Global Inds0.250.0525.00
Bharat Gears58.209.7020.00

TOP LOSERS

Company Price Change Loss (%)
Blue Chip India0.10-0.05-33.33
ATN International0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY