- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A)
Formerly Aditya BSL BalBhavishyaYojnaSavingsRegDP
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A)
₹ 10.07
NAV (Feb 28)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.07
NAV (Feb 28)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 0.6% |
6 Month CAGR | NA |
Scheme Information
The investment objective of the Plan is to generate income and capital appreciation by predominantly investing in a diversified portfolio of debt and money market securities along with equity and equity related instruments.
Expense Ratio | 0 |
Launched (5y ago) | Feb 12, 2019 |
AUM in Crores | |
ISIN | INF209KB1F59 |
Lock-in | 5 |
Benchmark | NIFTY 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 18.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 135 cr | ||
₹ 18 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 4.6% | ||
5.8% | 7.4% | ||
5.8% | 6.8% | ||
5.8% | 7.3% | ||
5.8% | 7.1% |
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) Review
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) is a Solution Oriented Other fund and has delivered an annualised return of 0.6% over a period of 5 years. The fund was previously known as Aditya BSL BalBhavishyaYojnaSavingsRegDP. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is null.
Nav of Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) as of 2/28/2019 is ₹10.07 with the total AUM as of 4/23/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (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 Savings Plan (PIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A)?
How to invest in Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A)?
You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (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 Savings Plan (PIDCW-A)?
The minimum sip amount for Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (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 Savings Plan (PIDCW-A)?
The expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (PIDCW-A) is % for regular plan.