Aditya Birla Sun Life Mutual Fund - Fund Manager
Qualification: CFA (USA), MBA Finance - Wharton University of Pennsylvania (USA), M.S. Industrial Engineering - Pennsylvania State University (USA), B.Tech & Mechanical Engineering - IIT Bombay. Experience:Mr. Bhat has an overall experience of 20 years with over 12 years in the financial markets and investment banking space. He has been associated with ABSLAMC since July 2018 as Head of Investor Communications (Investments - Equity). Prior to joining ABSLAMC, he was the Vice President - Corporate Strategy and Business Development with Aditya Birla Management Corporation Pvt. Ltd. He had also worked with Ocean Park Advisors (USA) as a Senior Associate-Investment Banking. He was also an Associate - Investment Banking with Credit Suisse (USA).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Aditya Birla SL Aggressive Hybrid Omni FOF-Dir (G) | Other: FoFs Domestic | 39.11 |
Aditya Birla SL Aggressive Hybrid Omni FOF-Reg (G) | Other: FoFs Domestic | 39.11 |
Aditya Birla SL Conservative Hybrid Active FOF-Dir (G) | Other: FoFs Domestic | 16.66 |
Aditya Birla SL Conservative Hybrid Active FOF-Reg (G) | Other: FoFs Domestic | 16.66 |
Aditya Birla SL Dynamic Asset Allocation Omni FOF-Dir (G) | Other: FoFs Domestic | 231.28 |
Aditya Birla SL Dynamic Asset Allocation Omni FOF-Reg (G) | Other: FoFs Domestic | 231.28 |
Aditya Birla SL Multi - Asset Passive FoF-Dir (G) | Other: FoFs Domestic | 21.25 |
Aditya Birla SL Multi - Asset Passive FoF-Reg (G) | Other: FoFs Domestic | 21.25 |
Aditya Birla SL Multi-Asset Omni FOF - Dir (G) | Other: FoFs Domestic | 259.19 |
Aditya Birla SL Multi-Asset Omni FOF - Reg (G) | Other: FoFs Domestic | 259.19 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Aditya Birla SL Flexi Cap Fund - Direct (G) | 12.17% |
| Aditya Birla SL Large Cap Fund - Direct (G) | 11.17% |
| Aditya Birla SL Short Term Fund-Dir(G) | 10.75% |
| HDFC Corporate Bond Fund - Direct (G) | 6.95% |
| Nippon India Growth Mid Cap Fund - Direct (G) | 6.58% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Aditya Birla SL Aggressive Hybrid Omni FOF-Dir (G) | 0.3% | 2.77% | 2.47% | 6.7% | 14.4% | 13.3% | 11.26% |
| Aditya Birla SL Aggressive Hybrid Omni FOF-Reg (G) | 0.25% | 2.63% | 2.21% | 6.13% | 13.79% | 12.63% | 10.56% |
| Aditya Birla SL Conservative Hybrid Active FOF-Dir (G) | 0.16% | 1.81% | 1.78% | 6.28% | 11.81% | 10.55% | 9.3% |
| Aditya Birla SL Conservative Hybrid Active FOF-Reg (G) | 0.12% | 1.7% | 1.59% | 5.85% | 11.36% | 10.06% | 8.89% |
| Aditya Birla SL Dynamic Asset Allocation Omni FOF-Dir (G) | 0.2% | 2.59% | 2.43% | 5.46% | 16.41% | 15.86% | 13.66% |
| Aditya Birla SL Dynamic Asset Allocation Omni FOF-Reg (G) | 0.13% | 2.39% | 2.04% | 4.64% | 15.51% | 14.89% | 12.35% |
| Aditya Birla SL Multi - Asset Passive FoF-Dir (G) | 2.45% | 6.63% | 7.05% | 9.96% | 18.26% | N/A | 18.31% |
| Aditya Birla SL Multi - Asset Passive FoF-Reg (G) | 2.42% | 6.54% | 6.94% | 9.67% | 17.86% | N/A | 17.9% |
| Aditya Birla SL Multi-Asset Omni FOF - Dir (G) | 2.73% | 6.88% | 7.93% | 13.79% | 18.74% | 16.3% | 7.56% |
| Aditya Birla SL Multi-Asset Omni FOF - Reg (G) | 2.64% | 6.62% | 7.4% | 12.68% | 17.51% | 15.21% | 10.75% |
