Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth

Very High Risk •Children• Allocation

NAV (Mon Oct 21 2024)

₹22

Returns (Since Inception)

13.94%

Category Average

0.00%

Rating

Allocation and Holdings

Asset class

Weightage

Financial Services

14.00%

Technology

4.91%

Energy

3.35%

Industrials

3.25%

Communication Services

2.48%

Consumer Cyclical

6.33%

Get your personalized mutual fund portfolio in 2 minutes.

4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth

Minimum SIP

500

Risk Level

Very High Risk

AUM

₹1151.68 Cr

ISIN

INF209KB1E84

Inception Date

Feb 12 2019

Standard Deviation

12.234

Beta

0.91

Sharpe Ratio

0.805

Benchmark

IISL Nifty 500 TR INR

Expense Ratio

0.630%

Exit Load

NIL

Risk

Very High Risk

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.

Fund Managers

Ajay Garg

Harshil Suvarnkar

About the AMC

Aditya Birla Sun Life AMC Ltd

Phone Number

+91 22 43568000

Email Address

care.mutualfunds@adityabirlacapital.com

Corporate Office Address

Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road

Overall AUM

₹1151.68 Cr

Website

www.adityabirlasunlifemf.com

Popular Hybrid Funds

View all funds

Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth

9.78% (5Y)

Aditya Birla Sun Life India Gennext Fund Direct Plan Growth

21.79% (5Y)

Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth

10.77% (5Y)

Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth

15.44% (5Y)

Aditya Birla Sun Life Medium Term Plan Institutional Growth

8.43% (5Y)

Popular Allocation funds

View all Funds

Franklin India Equity Advantage Fund Direct Growth

Very High Risk •Large & Mid-Cap• Equity

₹3797.57 Cr

13.38%

SBI PSU Regular Growth

Very High Risk •Equity - Other• Equity

₹4703.46 Cr

33.00%

Nippon India Equity Hybrid Fund - Direct Plan - Growth Option

Very High Risk •Aggressive Allocation• Allocation

₹3975.65 Cr

15.92%

Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option

Very High Risk •ELSS (Tax Savings)• Equity

₹16711.00 Cr

17.88%

Nippon India Multi Cap Fund - Direct Plan - Growth

Very High Risk •Multi-Cap• Equity

₹39621.82 Cr

26.67%

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth

Allocation and Holdings

Get your personalized mutual fund portfolio in 2 minutes.

Scheme Information

About the AMC

Popular Hybrid Funds

Popular Allocation funds

Expert designed mutual fund portfolios

subscribe to The Sunday Investor & impress your coworkers with your finance insights

It’s Time to Grow Your Wealth

subscribe to The Sunday Investor & impress
your coworkers with your finance insights