Fund Details
Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.07% |
| NAV | ₹13.70 (18 Jun 2021) |
|---|---|
| Fund Started | 10 Feb 2019 |
| Fund Size | ₹434 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 8.7% |
| Honeywell Automation India Ltd. | Engineering | Equity | 8.3% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 7.2% |
| Pfizer Ltd. | Healthcare | Equity | 7.2% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 5.9% |
| Bayer CropScience Ltd. | Healthcare | Equity | 5.8% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.1% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 4.1% |
| Gillette India Ltd. | FMCG | Equity | 3.8% |
Fund Managers
Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW Details
Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW is a Solution Oriented Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Feb 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹434 Cr and the Latest NAV as of 18 Jun 2021 is ₹13.70.
The Aditya Birla Sun Life Bal Bhavishya Yojna Direct IDCW is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.
Investment Objective
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.
