- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Bal Bhavishya Yojna (G)
Aditya Birla Sun Life Bal Bhavishya Yojna (G)
₹ 17.08
NAV (Mar 17)
View Less
Aditya Birla Sun Life Bal Bhavishya Yojna (G) Calculator
Investment Duration5 years
7,32,612
Total Investment2,53,887
Wealth Gained9,86,499
Total Corpus Created (₹)
With CAGR of 12.076 % in 5 yearsHistorical NAV
₹ 17.08
NAV (Mar 17)
Fund Returns
Last 1Y | 2.5% |
Last 3Y | 10.5% |
Last 5Y | 12.1% |
Last 10Y | - |
Since Inception | 9.2% |
6 Month CAGR | -16.5% |
Scheme Information
The scheme seeks 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 | 2.16 % |
Launched 6Y ago | 2019-02-11 |
AUM in Crores | 955.8 |
ISIN | INF209KB1E76 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 13.8 |
Beta | 0.9 |
Sharpe Ratio | 0.3 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna (G) | 9,86,499 | 2,53,887 | 12.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
5.9%Infosys Ltd.
5.06%HDFC Bank Ltd.
4.8%Reliance Industries Ltd.
3.53%Larsen & Toubro Ltd.
3.49%
Allocation by Sector
Financial
25.98%Energy
11.79%Services
9.18%Technology
8.79%Automobile
6.39%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,444 cr | ||
₹ 12,517 cr | ||
₹ 21,526 cr | ||
₹ 7,712 cr | ||
₹ 15,117 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 7.4% | ||
5.9% | 5.4% | ||
6.9% | 7.4% | ||
7% | 7.9% | ||
17.2% | 18.2% |
Aditya Birla Sun Life Bal Bhavishya Yojna (G) Calculator
Investment Duration5 years
7,32,612
Total Investment2,53,887
Wealth Gained9,86,499
Total Corpus Created (₹)
With CAGR of 12.076 % in 5 yearsAditya Birla Sun Life Bal Bhavishya Yojna (G) Review
Aditya Birla Sun Life Bal Bhavishya Yojna (G) is a Childrens Fund Others fund and has delivered an annualised return of 9.18% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Atul Penkar, Chanchal Khandelwal, Dhaval Joshi, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Bal Bhavishya Yojna (G) as of 3/17/2025 is ₹17.08 with the total AUM as of 3/19/2025 is ₹955.83. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Bal Bhavishya Yojna (G) was launched on 2019-02-11. The category risk of the fund is Very High.
The minimum SIP amount for Aditya Birla Sun Life Bal Bhavishya Yojna (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
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