Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Annualised
12.11%
0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.23%
0.11% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 1 months
5 years 5 months
9 years 7 months
Fund info
Fund size
₹1025.44 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
2nd
Baroda BNP Paribas Children's Fund Direct Growth
3rd
Tata Young Citizen [After 7 years]
4th
Baroda BNP Paribas Children's Fund Regular Growth
5th
Baroda BNP Paribas Children's Fund Regular Payout Inc Dist cum Cap Wdrl
11th
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Fund Managers
About Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is a Allocation mutual fund scheme from Aditya Birla Sun Life AMC Ltd. This fund has been in existence for 6 years, having been launched on 2019-02-12. Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has ₹1025.44 Cr worth of assets under management (AUM) as of Fri May 09 2025. The latest Net Asset Value (NAV) of Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth as of Mon May 05 2025 is ₹18.66. The fund has an expense ratio of 2.19%, which is medium comparable to most other Allocation funds.
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth returns for the last 1 year are 2.21%. Since launch, it has delivered 10.41% average annual returns.
The Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has the majority of its money invested in Financial Services, Technology, Energy, Communication Services, Industrials, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth.
- ICICI Bank Ltd: 7.10%
- HDFC Bank Ltd: 5.36%
- Infosys Ltd: 4.46%
- Reliance Industries Ltd: 4.12%
- Axis Bank Ltd: 3.07%
AMC Information
Name | Aditya Birla Sun Life AMC Ltd |
---|---|
Founding Date | 2019-02-12 |
care.mutualfunds@adityabirlacapital.com | |
Phone | +91 22 43568000 |
Website | www.adityabirlasunlifemf.com |
Address | Aditya Birla Sun Life AMC Ltd,One World Centre, Tower 1, 17th Floor,Jupiter Mill Compound, 841, Senapati Bapat Marg,Elphinstone Road |
Tax Implications of Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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