- 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 Bal Bhavishya Yojna fund (Growth)
₹ 14.08
NAV (Dec 06)
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.08
NAV (Dec 6)
Fund Returns
Last 1Y | 3.5% |
Last 3Y | 9.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9.4% |
6 Month CAGR | 11.4% |
Scheme Information
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 | 2.41 |
Launched (3y ago) | Feb 12, 2019 |
AUM in Crores | 642.065 |
ISIN | INF209KB1E76 |
Lock-in | 5 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 19.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.82 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.351 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
icici bank ltd
7.5%reliance industries ltd
5.1%infosys ltd
5%housing development finance corp ltd
4.3%axis bank ltd
4.2%Allocation by Sector
financial services
33.3%consumer cyclical
20.4%basic materials
10.1%industrials
9.5%healthcare
7.5%Compare Aditya Birla Sun Life Bal Bhavishya Yojna fund (Growth)
| Fund Name | Fund Size | |
|---|---|---|
₹ 2,399 cr | ||
₹ 642 cr | ||
₹ 193 cr | ||
₹ 456 cr | ||
₹ 188 cr |
About the AMC
Aditya Birla Sun Life AMC Ltd
Aditya Birla Sun Life AMC Ltd manages assets worth 299,101 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,332 debt and 16 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 7.4% | ||
5.1% | 6.7% | ||
5.2% | 7.3% | ||
5.1% | 7% | ||
5.2% | 7.4% |
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 9.4% 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 Atul Penkar, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) as of 12/6/2022 is ₹14.08 with the total AUM as of 12/7/2022 is ₹642.065. 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)?
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 2.41% for regular plan.