Formerly Aditya BSL Bal Bhavishya Yojna WlthRegDR
₹ 13.06
NAV (Mar 05)
Not Reviewed yet
Track Record
2 Years.
Relative Size
362 Cr.
Category View
.
Consistency Of Performance
.
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Scheme Information
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.69 %
Expense Ratio
Feb 12, 2019
Launched (2y ago)
₹ 362
AUM in Crores
INF209KB1F00
ISIN
5
Lock-in
S&P BSE 200 India TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth 259,898 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 77 equity,329 debt and 28 hybrid funds.
Liquid
Recommended
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₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 31,305 Cr
Fund Size
5.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) is a childrens fund solution oriented fund and has delivered an annualised return of 13.8% over a period of 2 years .The fund was previously known as Aditya BSL Bal Bhavishya Yojna WlthRegDR.The fund is managed by Aditya Birla Sun Life AMC Ltd.The fund managers are Ajay Garg, Pranay Sinha
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
The Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) fund was launched on Feb 12, 2019. The NAV (Net Asset Value) of this childrens fund solution oriented as of 2021-03-05 is ₹ 13.06. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 361.515. The category risk of the Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) fund is Very High Risk. The fund charges 2.69 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.2% in this asset class. The top three holdings of the fund are honeywell automation india ltd,housing development finance corp ltd and pfizer ltd shs dematerialised
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR
Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.