- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Plan Growth
₹ 20.59
NAV (May 02)
16.385%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Expense Ratio | 0.96 % |
Launched 6Y ago | 2019-02-11 |
AUM in Crores | 1025.4 |
ISIN | INF209KB1E84 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.8 |
Beta | 0.9 |
Sharpe Ratio | 0.4 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
5.9%Infosys Ltd.
5.06%HDFC Bank Ltd.
4.8%Reliance Industries Ltd.
3.53%Larsen & Toubro Ltd.
3.49%See all holdings
Allocation by Sector
Financial
27.98%Technology
10.93%Energy
9.71%Services
8.8%Automobile
6.45%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 4,772 cr | ||
₹ 14,724 cr | ||
₹ 13,733 cr | ||
₹ 7,713 cr |
Frequently Asked Questions
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