Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth+0.67%

3Groww
0.00%
1 Year Return
Hybrid
Aggressive Hybrid
3.0 star
6M
All

Fund Details

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.70%
NAV10.46 (18 Oct 2019)
Fund Started12 Feb 2019
Fund Size178 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth
NA
NA
NA
4.6%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -14.5% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Honeywell Automation India Ltd.EngineeringEquity9.2%
    Reliance Industries Ltd.EnergyEquity8.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.3%
    Gillette India Ltd.FMCGEquity6.6%
    Pfizer Ltd.HealthcareEquity5.9%
    Kotak Mahindra Bank Ltd.FinancialEquity4.6%
    Bayer CropScience Ltd.HealthcareEquity4.5%
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity4.5%
    Larsen & Toubro Ltd.ConstructionEquity4.3%
    Thomas Cook (India) Ltd.ServicesEquity2.6%
    See All

    Fund Managers

    addPranay Sinha
    Education
    Mr. Sinha has done B.Tech in Aerospace Engg. from IIT Kharagpur and PGDM with Major in Finance from IIM Calcutta.
    Experience
    Prior to joining BSLAMC , he has worked with BNP Paribas Bank (October 2010 - August,2014) , Morgan Stanley Investment Management Pvt. Ltd. (March 2008 - October 2010) and ICICI Prudential Asset Management Co. Ltd. ( October 2005 - March 2008).
    Funds Managed

    Other Details

    Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 12 Feb 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹178 Cr and the Latest NAV as of 18 Oct 2019 is ₹10.46.

    The Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Nil.

    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.

    Tax Implications

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    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
    22 Dec 1994
    E-mail
    NA
    Website
    NA
    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,
    Invest Now
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