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Aditya Birla Sun Life Financial Planning FoF - Aggressive Plan-Growth

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 10.68% 1.00 -22.25%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 10.68%
Sharpe 1.00
DD -22.25%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process
UTI Nifty Index Fund - Regular Plan-Growth

Description:

UTI NIF is an open-ended passive fund with the objective to invest in securities of companies comprising of the Nifty 50 in the same weight age as they have in Nifty 50. The fund strives to minimise performance difference with Nifty 50 by keeping the tracking error to the minimum.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 11.99% 0.54 -59.66%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 11.99%
Sharpe 0.54
DD -59.66%
Risk Score
1 2 3 4 5

Description:

UTI NIF is an open-ended passive fund with the objective to invest in securities of companies comprising of the Nifty 50 in the same weight age as they have in Nifty 50. The fund strives to minimise performance difference with Nifty 50 by keeping the tracking error to the minimum.
ICICI Prudential Sensex Index Fund-Growth

Description:

An open-ended index linked growth scheme seeking to track the returns of S&P BSE Sensex Index through investments in a basket of stocks drawn from the constituents of the above index.

Key Highlights:

Category Performance Sharpe DD
Equity: Large Cap 14.20% 0.74 -37.28%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Large Cap
Performance 14.20%
Sharpe 0.74
DD -37.28%
Risk Score
1 2 3 4 5

Description:

An open-ended index linked growth scheme seeking to track the returns of S&P BSE Sensex Index through investments in a basket of stocks drawn from the constituents of the above index.
Aditya Birla Sun Life Financial Planning FoF - Moderate Plan-Growth

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process

Key Highlights:

Category Performance Sharpe DD
Hybrid: Multi Asset Allocation 9.57% 1.33 -17.38%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Multi Asset Allocation
Performance 9.57%
Sharpe 1.33
DD -17.38%
Risk Score
1 2 3 4 5

Description:

The Scheme aims to generate returns by investing in mutual fund schemes selected in accordance with the BSLAMC process
ICICI Prudential Gilt Fund-Growth

Description:

The scheme seeks to generate steady and consistent return from a basket of government securities across various maturities through proactive fund management aimed at controlling Interest rate risk. The investment plan will invest in gilt including T-Bills with medium to long maturity

Key Highlights:

Category Performance Sharpe DD
Debt: Gilt 9.45% 1.08 -13.74%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Gilt
Performance 9.45%
Sharpe 1.08
DD -13.74%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate steady and consistent return from a basket of government securities across various maturities through proactive fund management aimed at controlling Interest rate risk. The investment plan will invest in gilt including T-Bills with medium to long maturity
UTI Regular Savings Fund - Regular Plan-Growth

Description:

Endeavors to make periodic income distribution to unit holders through investments in fixed income securities and equity & equity related instruments.

Key Highlights:

Category Performance Sharpe DD
Hybrid: Conservative Hybrid 9.38% 1.89 -14.59%
Risk Score
1 2 3 4 5

Key Highlights:

Category Hybrid: Conservative Hybrid
Performance 9.38%
Sharpe 1.89
DD -14.59%
Risk Score
1 2 3 4 5

Description:

Endeavors to make periodic income distribution to unit holders through investments in fixed income securities and equity & equity related instruments.
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan-Growth

Description:

The scheme will be investing in (1) stocks issued either in India (upto 35%) or overseas (atleast 65%) of specific commodity focused companies

Key Highlights:

Category Performance Sharpe DD
Equity: International 9.55% 0.52 -42.44%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: International
Performance 9.55%
Sharpe 0.52
DD -42.44%
Risk Score
1 2 3 4 5

Description:

The scheme will be investing in (1) stocks issued either in India (upto 35%) or overseas (atleast 65%) of specific commodity focused companies
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan-Growth

Description:

The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.

Key Highlights:

Category Performance Sharpe DD
Equity: Thematic 8.13% 0.50 -33.29%
Risk Score
1 2 3 4 5

Key Highlights:

Category Equity: Thematic
Performance 8.13%
Sharpe 0.50
DD -33.29%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity.
ICICI Prudential All Seasons Bond Fund-Growth

Description:

The scheme seeks to generate income through investments in a range of debt instruments and money market instruments and the plan aims to maintain the optimum balance of yield

Key Highlights:

Category Performance Sharpe DD
Debt: Dynamic Bond 9.16% 2.33 -3.74%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Dynamic Bond
Performance 9.16%
Sharpe 2.33
DD -3.74%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate income through investments in a range of debt instruments and money market instruments and the plan aims to maintain the optimum balance of yield
ICICI Prudential All Seasons Bond Fund - Premium Plan-Growth

Description:

The scheme seeks to generate income through investments in a range of debt instruments and money market instruments and the plan aims to maintain the optimum balance of yield

Key Highlights:

Category Performance Sharpe DD
Debt: Dynamic Bond 9.53% 2.42 -3.73%
Risk Score
1 2 3 4 5

Key Highlights:

Category Debt: Dynamic Bond
Performance 9.53%
Sharpe 2.42
DD -3.73%
Risk Score
1 2 3 4 5

Description:

The scheme seeks to generate income through investments in a range of debt instruments and money market instruments and the plan aims to maintain the optimum balance of yield

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