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
Moderately Low
Moderate
Moderately High
High
Moderately High risk
2.6%
Expense Ratio
12th Feb, 2019
Launched (1y ago)
₹
281
AUM in Crores
INF209KB1E76
ISIN
No Lock-in
Lock-in
S&P BSE 200 India TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Ajay Garg
Fund Manager
Pranay Sinha
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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 ₹ 242,567 crores. It's current offering of mutual fund schemes includes 76 equity, 327 debt and 27 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.
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Recommended
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asset class such as large cap, diversified, liquid etc. When you invest
for an objective, the algorithm suggests the appropriate asset class and
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These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
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Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
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 Wealth Plan (Growth)
About Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan (Growth)
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan (Growth) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 3.9% over a period of 1 years.
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 Wealth Plan (Growth) 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 Wealth Plan (Growth) NAV, AUM and Risk
The fund was launched on 2019-02-12. The NAV of the fund as of 2020-10-23 is ₹ 10.68. The total AUM of the fund as of 2020-10-23 is ₹ 281 Cr. The category risk of the fund is Moderately High risk
The fund charges 2.6 % as expense ratio.
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 96.2% in this asset class.
The top three holdings of the fund are honeywell automation india ltd, pfizer ltd and housing development finance corp ltd.
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan (Growth) 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.
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan (Growth) 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.
