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Scheme Information
Investment Objective
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A)
About Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A)
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
Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) Investment Objective
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.
Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) NAV,AUM,Risk
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.
Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) Holdings
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
Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) SIP
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.
Aditya Birla Sun Life Bal Bhavishya Yojna fund (DR-A) Investment volatility and Horizon
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) Review
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.
