Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth0.00%

-2.14%
1 Year Return
Hybrid
Aggressive Hybrid
6M
1Y
All

Fund Details

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.63%
NAV10.50 (30 Oct 2020)
Fund Started05 Feb 2019
Fund Size291 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth
-2.1%
NA
NA
2.9%
Category Average
-1.5%
1.5%
7.3%
-
Rank within category
34
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -2.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Honeywell Automation India Ltd.EngineeringEquity8.5%
    Pfizer Ltd.HealthcareEquity7.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.7%
    Bayer CropScience Ltd.HealthcareEquity6.8%
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.2%
    Kotak Mahindra Bank Ltd.FinancialEquity5.0%
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity5.0%
    Gillette India Ltd.FMCGEquity4.1%
    Reliance Industries Ltd.EnergyEquity3.7%
    Larsen & Toubro Ltd.ConstructionEquity3.2%
    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

    Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth Details

    Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 05 Feb 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹291 Cr and the Latest NAV as of 30 Oct 2020 is ₹10.50.

    The Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Growth 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.

    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 Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    23 Dec 1994
    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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