• 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

11.95

NAV (Jun 23)

5.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years.

Relative Size

541 Cr.

Category View

.

Consistency Of Performance

.

Scripbox Recommended Goals

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

Learn more

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

11.95

NAV (Jun 23)

Fund Returns

Last 1Y

-10.2%

Last 3Y

4.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

5.1%

6 Month CAGR

-12.4%

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

2.49

Launched (3y ago)

Feb 12, 2019

AUM in Crores

540.538

ISIN

INF209KB1E76

Lock-in

5

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Atul Penkar

Fund Manager

Harshil Suvarnkar

Fund Manager

Ajay Garg

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 2022-06-23

Top Stock Holdings

reliance industries ltd

8.1%
8.1%

icici bank ltd

6.4%
6.4%

housing development finance corp ltd

5.9%
5.9%

infosys ltd

5.3%
5.3%

kotak mahindra bank ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

31.9%
31.9%

consumer cyclical

14.8%
14.8%

basic materials

10.2%
10.2%

industrials

9%
9%

technology

8.6%
8.6%
See all sectors

Comparison with Solution Oriented Funds

Fund NameScripbox OpinionFund SizeTrack Record

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 294,593 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.

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)

    5.6%

    7.5%

    5.4%

    6.8%

    5.6%

    7.3%

    5.4%

    7.1%

    5.7%

    7.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 5.1% 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 Ajay Garg, Atul Penkar, Harshil Suvarnkar.

    Nav of Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) as of 6/23/2022 is ₹11.95 with the total AUM as of 6/24/2022 is ₹540.538. 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 2.49% for regular plan.