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Historical NAV
₹ 14.15
NAV (Sep 23)
Fund Returns
Last 1Y
36.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
14.2%
6 Month CAGR
11.6%
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.
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 315,409 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)
About Aditya Birla Sun Life Bal Bhavishya Yojna fund (G)
Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) is a Childrens Fund Solution Oriented fund and has delivered an annualised return of 14.2% 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
Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) 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 fund (G) NAV,AUM,Risk
The Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) fund was launched on Feb 12, 2019. The NAV (Net Asset Value) of this Childrens Fund Solution Oriented fund as of 2021-09-23 is ₹14.15. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹483.639. The category risk of the Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) fund is Very High Risk. The fund charges 2.63 % as expense ratio.
Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 99.3% in this asset class. The top three holdings of the fund are , housing development finance corp ltd , honeywell automation india ltd , reliance industries limited , pfizer ltd , kotak mahindra bank ltd , bayer cropscience ltd , larsen & toubro ltd , icici bank ltd , glaxosmithkline pharmaceuticals ltd , gillette india ltd , fortis healthcare ltd , hdfc bank ltd , kansai nerolac paints ltd , shree cement ltd , sundaram clayton ltd , quess corp ltd , johnson controls - hitachi air conditioning india ltd , tata consultancy services ltd , biocon ltd , idfc first bank ltd , procter & gamble hygiene and health care ltd , container corporation of india ltd , mrf ltd , bata india ltd , clearing corporation of india limited , infosys ltd , hindustan unilever ltd , shoppers stop ltd , icra ltd , ultratech cement ltd , thomas cook india ltd , bajaj finance ltd , bosch ltd , bharat bijlee ltd , titan co ltd , century textiles & industries ltd , maruti suzuki india ltd , axis bank ltd , net receivables / (payables) , crompton greaves consumer electricals ltd , sun pharmaceuticals industries ltd , rane holdings ltd , hcl technologies ltd
Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) 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.
