Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
NAV (Tue Jan 14 2025)
₹19
Returns (Since Inception)
8.76%
Category Average
0.00%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Financial Services
14.12%
Technology
5.23%
Energy
3.71%
Industrials
2.56%
Communication Services
2.45%
Basic Materials
2.16%
Consumer Cyclical
4.15%
Get your personalized mutual fund portfolio in 2 minutes.
4.5Overall rating
Scheme Information
Fund name
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹1083.21 Cr
ISIN
INF209KB1E76
Inception Date
Feb 12 2019
Standard Deviation
12.832
Beta
0.92
Sharpe Ratio
0.469
Benchmark
IISL Nifty 500 TR INR
Expense Ratio
2.150%
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 43568000Email Address
care.mutualfunds@adityabirlacapital.comCorporate Office Address
Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone RoadOverall AUM
₹1083.21 Cr
Website
www.adityabirlasunlifemf.comPopular Hybrid Funds
View all funds
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth
Aditya Birla Sun Life India Gennext Fund Direct Plan Growth
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
Aditya Birla Sun Life ELSS Tax Saver Direct Plan Growth
Aditya Birla Sun Life Medium Term Plan Institutional Growth
Popular Allocation funds
View all Funds
Franklin India Equity Advantage Fund Direct Growth
₹3491.35 Cr
11.23%
SBI PSU Regular Growth
₹4572.13 Cr
29.49%
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option
₹3843.97 Cr
13.22%
Nippon India ELSS Tax Saver Fund Direct Plan - Growth Option
₹15198.77 Cr
13.70%
Nippon India Multi Cap Fund - Direct Plan - Growth
₹39385.20 Cr
22.01%
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.
subscribe to The Sunday Investor & impress
your coworkers with your finance insights
no promotions • no spam • only finance
