Aditya Birla SL Financial Planning FOF Moderate Plan(G)

28.56 -0.18 (-0.62%) NAV as on 18-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.086.0516.5113.7511.0410.30
Category Avg1.009.2912.509.9111.048.98
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
20215.805.330.673.09
202011.185.4512.42-11.30
20190.600.163.112.70
20181.02-0.441.82-1.81
20172.823.333.266.73

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202115.662649NA
202016.91738NA
20196.691732NA
20180.571929NA
201717.11128NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Kotak Multi Asset Allocator FoF-Dynamic(G)137.6210-Aug-0424.6220.4115.0816.21
Aditya Birla SL Asset Allocator FoF(G)43.8321-Aug-0619.6416.1812.4210.05
HDFC Dynamic PE Ratio FOF-Reg(G)26.8508-Feb-1221.114.2611.6310.42
Aditya Birla SL Financial Planning FOF Moderate Plan(G)28.5610-May-1116.5113.7511.0410.3
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]8.8513
Semi Standard Deviation [%]0.0647
Beta [%]-0.1608
Sharp Ratio [%]0.5419
R-Square [%]-0.0316
Expense Ratio [%]0.8800
AVG Ratio [%]0.0050
Other Ratios
Jenson Ratio [%]0.0525
Treynor Ratio [%]-0.3325
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.0722
SORTINO Ratio [%]-0.0926

Return Calculator

MARKET STATS As on 19/01/2022 As on 19/01/2022

17938.40 (-0.96) 60098.82 (-1.08)

TOP GAINERS

Company Price Change Gain (%)
33.659.6039.92
Precision Wire India122.7520.4519.99

TOP LOSERS

Company Price Change Loss (%)
Hind National Glass28.95-3.20-9.95
Sterlite Technologie249.15-20.10-7.47

Portfolio Comparison

MUTUAL FUND ACTIVITY