Aeterna Wealth
Multi Asset Allocation · Regular plan · Growth

Aditya Birla Sun Life Multi Asset Allocation Fund (Regular)

Aditya Birla Sun Life Mutual Fund · benchmark: 60% Nifty 50 TRI + 40% bond funds · 3.8 years old · AMFI code 151309

Tax: Taxed as a non-equity, non-debt fund: gains on units held over two years at 12.5%; within two years, at your slab rate.

B
Track-record rating: 8 of 15 in Multi Asset Allocation

B (middle of the peer group), score 52.3 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months1.5%3.7%-2.2%9 / 34
1 year8.7%1.3%+7.4%4 / 31
3 years (a year)15.1%8.9%+6.2%6 / 15
5 years (a year)––––

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y10.0%
Up capture, 3Y119
Down capture, 3Y68
Information ratio, 3Y1.20
Jensen's alpha, 3Y+6.1%
Beta, 3Y1.06
Sharpe, 3Y0.86

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Aditya Birla Sun Life Multi Asset Allocation Fund (Regular plan)?

₹16.90 on 6 Nov 2026 (Growth option).

What is the expense ratio of Aditya Birla Sun Life Multi Asset Allocation Fund (Regular)?

1.78% a year; the Direct plan's is 0.67%.

What return has Aditya Birla Sun Life Multi Asset Allocation Fund given over 3 years?

15.1% a year (Regular plan) over the 3 years to 6 Nov 2026, against 8.9% for its composite benchmark (60% Nifty 50 TRI + 40% bond funds).

How is Aditya Birla Sun Life Multi Asset Allocation Fund taxed?

Taxed as a non-equity, non-debt fund: gains on units held over two years at 12.5%; within two years, at your slab rate.

How is Aditya Birla Sun Life Multi Asset Allocation Fund rated?

B: 8 of 15 Regular plans in Multi Asset Allocation, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Aditya Birla Sun Life Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.