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  • Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A)

Formerly Aditya BSL Bal Bhavishya Yojna RegDP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A)

Solution OrientedChildrens Fund

14.21

NAV (Oct 26)

13.8%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years.

Relative Size

508 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

14.21

NAV (Oct 26)

Fund Returns

Last 1Y
34.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.8%
6 Month CAGR
14.6%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.62
Launched (2y ago)
Feb 12, 2019
AUM in Crores
507.400
ISIN
INF209KB1E92
Lock-in
5
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Ajay Garg

Fund Manager

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Harshil Suvarnkar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Solution Oriented Funds

Fund NameScripbox OpinionFund SizeTrack Record
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About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

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  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    recommended-badge

    22.1%

    15.2%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    4.9%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A)

    About Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A)

    Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-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 RegDP . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Ajay Garg, Harshil Suvarnkar

    Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-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 Inc Dist cum Cap Wdrl fund (PIDCW-A) NAV,AUM,Risk

    The Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A) fund was launched on Feb 12, 2019. The NAV (Net Asset Value) of this Childrens Fund Solution Oriented fund as of 2021-10-26 is ₹14.21. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹507.4. The category risk of the Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A) fund is Very High Risk. The fund charges 2.62 % as expense ratio.

    Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.3% in this asset class. The top three holdings of the fund are , housing development finance corp ltd , reliance industries limited , honeywell automation india ltd , pfizer ltd , kotak mahindra bank ltd , bayer cropscience ltd , larsen & toubro ltd , icici bank ltd , glaxosmithkline pharmaceuticals ltd , gillette india ltd , hdfc bank ltd , fortis healthcare ltd , kansai nerolac paints ltd , shree cement ltd , quess corp ltd , sundaram clayton ltd , johnson controls - hitachi air conditioning india ltd , procter & gamble hygiene and health care ltd , idfc first bank ltd , tata consultancy services ltd , biocon ltd , container corporation of india ltd , mrf ltd , shoppers stop ltd , clearing corporation of india limited , icra ltd , bata india ltd , hindustan unilever ltd , thomas cook india ltd , infosys ltd , bosch ltd , century textiles & industries ltd , ultratech cement ltd , bajaj finance ltd , titan co ltd , bharat bijlee ltd , maruti suzuki india ltd , axis bank ltd , net receivables / (payables) , sun pharmaceuticals industries ltd , crompton greaves consumer electricals ltd , rane holdings ltd , hcl technologies ltd

    Aditya Birla Sun Life Bal Bhavishya Yojna Inc Dist cum Cap Wdrl fund (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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