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Home>Mutual Funds>Aditya Birla Sun Life Mutual Fund>Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW

Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW

Solution Oriented
Children's
Moderately High Risk
7.31%
3Y annualised
+0.78% 1D
1M
6M
1Y
3Y
All
NAV: 04 Jul 2022₹12.99
Min. SIP amount₹500
Rating1
Fund size₹540.54Cr

Returns and rankings

Category: Solution Oriented Children's
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-5.4%7.3%8.0%
Category averageNA52.1%14.5%NA
Rank with in categoryNA5443NA
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Holdings (52)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity8.4%
ICICI Bank Ltd.FinancialEquity6.2%
Housing Development Finance Corpn. Ltd.FinancialEquity5.5%
Honeywell Automation India Ltd.Capital GoodsEquity5.3%
Infosys Ltd.TechnologyEquity4.9%
Kotak Mahindra Bank Ltd.FinancialEquity4.8%
Bayer CropScience Ltd.ChemicalsEquity3.9%
Axis Bank Ltd.FinancialEquity3.8%
Pfizer Ltd.HealthcareEquity3.4%
HDFC Bank Ltd.FinancialEquity3.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.75%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Harshil Suvarnkar
Mar 2021 - Present
View details

Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
One India Bulls Center - Tower 1,17th Floor - Jupiter Mills Compound,841 Senapati Bhawan, Elphinstone Road, Mumbai 400013
Phone
022-43568000 / 1800-270-7000 / 1800-22-7000
Launch Date
23 Dec 1994
E-mail
NA
Website
NA
Amc Image
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

You can easily invest in Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW provide?

The Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW has been there from 11 Feb 2019 and the average annual returns provided by this fund is -5.43% since its inception.

How much expense ratio is charged by Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

The term Expense Ratio used for Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW is 0.75% as of 05 Jul 2022...

What is the AUM of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

The AUM, short for Assets Under Management of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW is ₹540.54Cr as of 05 Jul 2022.

How to Redeem Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

If you want to sell your Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

You can select either SIP or Lumpsum investment of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

The NAV of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW is ₹12.99 as of 04 Jul 2022.

What is the PE and PB ratio of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW?

The PE ratio ratio of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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