• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Bal Bhavishya Yojna fund (Growth)

Formerly Aditya BSL Bal Bhavishya Yojna WlthRegGr

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Bal Bhavishya Yojna fund (Growth)

Solution OrientedChildrens Fund

14.08

NAV (Dec 06)

9.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.08

NAV (Dec 6)

Fund Returns

Last 1Y

3.5%

Last 3Y

9.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

9.4%

6 Month CAGR

11.4%

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.

Expense Ratio

2.41

Launched (3y ago)

Feb 12, 2019

AUM in Crores

642.065

ISIN

INF209KB1E76

Lock-in

5

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

19.2

Standard Deviation (5yr)

0

Beta (3yr)

0.82

Beta (5yr)

0

Sharpe Ratio (3yr)

0.351

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Harshil Suvarnkar

Fund Manager

Atul Penkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-12-06

Top Stock Holdings

icici bank ltd

7.5%
7.5%

reliance industries ltd

5.1%
5.1%

infosys ltd

5%
5%

housing development finance corp ltd

4.3%
4.3%

axis bank ltd

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

33.3%
33.3%

consumer cyclical

20.4%
20.4%

basic materials

10.1%
10.1%

industrials

9.5%
9.5%

healthcare

7.5%
7.5%
See all sectors

Compare Aditya Birla Sun Life Bal Bhavishya Yojna fund (Growth)

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 2,399 cr

₹ 642 cr

₹ 193 cr

₹ 456 cr

₹ 188 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.

amc-img

  • 022-43568000
  • care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Aditya Birla Sun Life Savings Fund (G)
    Aditya Birla Sun Life Savings Fund (G)

    5.2%

    7.4%

    5.1%

    6.7%

    5.2%

    7.3%

    5.1%

    7%

    5.2%

    7.4%

    Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) Review

    Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 9.4% over a period of 3 years. The fund was previously known as Aditya BSL Bal Bhavishya Yojna WlthRegGr. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund managers are Atul Penkar, Harshil Suvarnkar.

    Nav of Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) as of 12/6/2022 is ₹14.08 with the total AUM as of 12/7/2022 is ₹642.065. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) 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 (G) 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.

    Frequently Asked Questions

    What is Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)?

    Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) is a Childrens Fund Solution Oriented scheme predominantly investing across Solution Oriented stocks with an investment objective to generate wealth over the long term.

    How to invest in Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)?

    You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) 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 (G)?

    The minimum sip amount for Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) good to invest in?

    As per Scripbox experts, Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) is a Not Reviewed Yet fund. You can investAditya Birla Sun Life Bal Bhavishya Yojna fund (G) 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 (G)?

    The expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) is 2.41% for regular plan.