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  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (Growth)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (Growth)

OtherSolution Oriented

10.07

NAV (Feb 28)

NA
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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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

19.18

NAV (Jun 18)

Fund Returns

Last 1Y
32.1%
Last 3Y
13.5%
Last 5Y
13.3%
Last 10Y
NA
Since Inception
12.9%
6 Month CAGR
14.2%

Scheme Information

Investment Objective

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
INF209KB1F34
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

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (Growth)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2019-02-28

Top Stock Holdings

See all holdings

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 132 cr

₹ 18 cr

₹ 33 cr

₹ 3,196 cr

amc-img

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 371,375 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 90 equity,370 debt and 20 hybrid funds.amc-img
phone-img022-43568000
Fund NameScripbox Opinion
Till Date CAGR
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)
Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60 40 fund (G)

-

4.8%

5.9%

7.4%

6%

6.8%

5.9%

7.3%

6%

7.1%

Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (G) Review

Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 0.6% over a period of 5 years. 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 (G) as of 2/28/2019 is ₹10.07 with the total AUM as of 6/19/2024 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 (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 Savings Plan (G) 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 (G)?

Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (G) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

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

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

The minimum sip amount for Aditya Birla Sun Life Bal Bhavishya Yojna Savings Plan (G) is ₹0. You can invest in multiples of ₹5000.

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

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

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