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 FP FoF - Aggressive (G) | Other: FoFs Domestic | 222.29 |
Aditya Birla SL FP FoF - Moderate (G) | Other: FoFs Domestic | 36.99 |
Aditya Birla SL Asset Allocator FoF (G) | Other: FoFs Domestic | 225.6 |
Aditya Birla SL Inter Equity - Plan B (G) | Equity: Sectoral : Thematic | 93.19 |
Aditya Birla SL FP FoF - Conservative (G) | Other: FoFs Domestic | 19.17 |
Aditya Birla SL CEF - Global Agri Plan (G) | Equity: Sectoral : Thematic | 13.04 |
Aditya Birla SL Multi-Index Fund of Fund-Reg (G) | Other: FoFs Domestic | 16.54 |
Aditya Birla SL FP FoF - Moderate (IDCW) | Other: FoFs Domestic | 36.99 |
Aditya Birla SL Multi-Index Fund of Fund-Reg (IDCW) | Other: FoFs Domestic | 16.54 |
Aditya Birla SL CEF - Global Agri Plan (IDCW) | Equity: Sectoral : Thematic | 13.04 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| ABSL GOVERNMENT SEC FUND-DG | 9.04% |
| Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan | 7.62% |
| Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan | 5.45% |
| KOTAK MULTICAP FUND-DIRECT PLAN-GROWTH | 5.25% |
| Nippon India Growth Fund-Dir Pln Growth Pl Gr Opt | 5.05% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Aditya Birla SL FP FoF - Aggressive (G) | 4.53% | 9.71% | 16.23% | 31.67% | 16.22% | 19.26% | 13.25% |
| Aditya Birla SL FP FoF - Moderate (G) | 3.58% | 7.76% | 12.83% | 25.07% | 13.57% | 15.74% | 11.11% |
| Aditya Birla SL Asset Allocator FoF (G) | 3.65% | 8.04% | 12.88% | 29.2% | 14.29% | 17.72% | 10.8% |
| Aditya Birla SL Inter Equity - Plan B (G) | 4.19% | 10.26% | 10.03% | 13.75% | 18.95% | 8.98% | 6.95% |
| Aditya Birla SL FP FoF - Conservative (G) | 2.63% | 5.76% | 9.55% | 18.47% | 10.96% | 12.21% | 9.26% |
| Aditya Birla SL CEF - Global Agri Plan (G) | 8.55% | 5.88% | -4.42% | -3.01% | 19.45% | 8.67% | 9.04% |
| Aditya Birla SL Multi-Index Fund of Fund-Reg (G) | 1.31% | 11.27% | 14.97% | 36.45% | N/A | N/A | 25.94% |
| Aditya Birla SL FP FoF - Moderate (IDCW) | 3.58% | 7.76% | 12.83% | 25.07% | 13.57% | 15.74% | 11% |
| Aditya Birla SL Multi-Index Fund of Fund-Reg (IDCW) | 1.31% | 11.27% | 14.97% | 36.46% | N/A | N/A | 25.94% |
| Aditya Birla SL CEF - Global Agri Plan (IDCW) | 8.55% | 5.88% | -4.42% | -3.01% | 19.44% | 8.66% | 9.04% |
