• 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

17.3

NAV (Feb 22)

11.5%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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

17.3

NAV (Feb 22)

Fund Returns

Last 1Y
29.2%
Last 3Y
10.2%
Last 5Y
11.5%
Last 10Y
NA
Since Inception
11.4%
6 Month CAGR
13.5%

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
2.18
Launched (5y ago)
Feb 12, 2019
AUM in Crores
925.923
ISIN
INF209KB1E76
Lock-in
5
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.2
Standard Deviation (5yr)
0
Beta (3yr)
0.84
Beta (5yr)
0
Sharpe Ratio (3yr)
0.649
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Dhaval Joshi

Fund Manager

Harshil Suvarnkar

Fund Manager

Atul Penkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Bal Bhavishya Yojna fund (Growth)70%9,72,003 2,39,39111.5%
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 2024-02-22

Top Stock Holdings

icici bank ltd

6%
6%

infosys ltd

5.4%
5.4%

hdfc bank ltd

5.2%
5.2%

reliance industries ltd

4.6%
4.6%

larsen & toubro ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

26.6%
26.6%

consumer cyclical

20%
20%

industrials

11.6%
11.6%

basic materials

9.9%
9.9%

energy

6.8%
6.8%
See all sectors

Comparison with Solution Oriented Funds

Fund NameFund Size
Nippon India Retirement Fund Wealth Creation Scheme (G)
Nippon India Retirement Fund Wealth Creation Scheme (G)

₹ 2,917 cr

₹ 134 cr

₹ 925 cr

₹ 492 cr

₹ 331 cr

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 345,949 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
022-43568000
care.mutualfunds@adityabirlacapital.com
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)

-

4.5%

5.5%

7.4%

5.6%

6.8%

5.5%

7.3%

5.6%

7.1%

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 11.4% over a period of 5 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, Dhaval Joshi, Harshil Suvarnkar.

Nav of Aditya Birla Sun Life Bal Bhavishya Yojna fund (G) as of 2/22/2024 is ₹17.30 with the total AUM as of 2/23/2024 is ₹925.923. 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 instruments 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 2.18% for regular plan.