Formerly Aditya BSL Bal Bhavishya Yojna RegDP
₹ 17.15
NAV (Mar 27)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.15
NAV (Mar 27)
Last 1Y | 36% |
Last 3Y | 11.1% |
Last 5Y | 10.4% |
Last 10Y | NA |
Since Inception | 11.1% |
6 Month CAGR | 9.2% |
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.
Expense Ratio | 2.17 |
Launched (5y ago) | Feb 12, 2019 |
AUM in Crores | 931.093 |
ISIN | INF209KB1E92 |
Lock-in | 5 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.8 |
Standard Deviation (5yr) | 16.7 |
Beta (3yr) | 0.84 |
Beta (5yr) | 0.84 |
Sharpe Ratio (3yr) | 0.48 |
Sharpe Ratio (5yr) | 0.42 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) | 9,45,068 | 2,12,456 | 10.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
icici bank ltd
6.1%infosys ltd
5.4%hdfc bank ltd
5%reliance industries ltd
4.7%larsen & toubro ltd
3.8%financial services
25.7%consumer cyclical
20%industrials
10.1%basic materials
9.3%energy
8.4%Fund Name | Fund Size | |
---|---|---|
₹ 2,991 cr | ||
₹ 931 cr | ||
₹ 128 cr | ||
₹ 493 cr | ||
₹ 1,895 cr |
Aditya Birla Sun Life AMC Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 4.6% | ||
5.6% | 7.4% | ||
5.7% | 6.8% | ||
5.6% | 7.3% | ||
5.7% | 7.1% |
Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 11.1% over a period of 5 years. The fund was previously known as Aditya BSL Bal Bhavishya Yojna RegDP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Atul Penkar, Dhaval Joshi, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) as of 3/27/2024 is ₹17.15 with the total AUM as of 3/28/2024 is ₹931.093. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) was launched on Feb 12, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) is ₹1000 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. Check your estimated returns on mutual funds by using sip calculator.
What is Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A)?
How to invest in Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A)?
You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna fund (PIDCW-A) is 2.17% for regular plan.