• 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

13.9

NAV (Jan 21)

11.8%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years.

Relative Size

534 Cr.

Category View

.

Consistency Of Performance

.

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

13.9

NAV (Jan 21)

Fund Returns

Last 1Y

10.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

11.8%

6 Month CAGR

5%

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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.

Expense Ratio

2.62

Launched (3y ago)

Feb 12, 2019

AUM in Crores

533.993

ISIN

INF209KB1E76

Lock-in

5

Benchmark

IISL Nifty 500 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.

comparison

Comparison with Solution Oriented Funds

Fund NameScripbox OpinionFund SizeTrack Record
amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 318,638 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)

    18.3%

    14.7%

    4.7%

    7.1%

    4.7%

    6.8%

    4.7%

    7.2%

    4.6%

    6.7%

    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
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    Equity

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

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    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 11.8% over a period of 2 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, Harshil Suvarnkar.

    Nav of Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) as of 21/01/2022 is ₹13.90 with the total AUM as of 24/01/2022 is ₹533.993. 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)?

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

    What is the minimum sip amount of Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)?

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

    What is the expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)?