Aditya Birla Sun Life Bal Bhavishya Yojna - Growth - Regular Plan

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  • Net Change on 27-05-2022

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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Fund Objective

The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HDFC Childrens Gift Fund - Growth Plan Mar 02, 2001 6.48 12.77 11.08 1.91 5,370.53
UTI CCF Saving Plan - Regular Plan Jul 12, 1993 6.56 8.09 6.48 1.78 4,113.17
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 6.79 8.51 8.54 2.40 836.18
Axis Children's Gift Fund - Lock in - Regular Growth Dec 08, 2015 4.44 11.44 10.46 2.43 694.90
Axis Children's Gift Fund - No Lock in - Regular Plan - Growth Dec 08, 2015 4.44 11.44 10.46 2.43 694.90

Fund Holdings as on 30-April-2022

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Housing Development Finance Corporation Limited

  • Honeywell Automation India Limited

  • Infosys Limited

  • Kotak Mahindra Bank Limited

  • Bayer Cropscience Limited

  • Axis Bank Limited

  • Pfizer Limited

  • HDFC Bank Limited

  • State Bank of India

  • Gillette India Limited

  • Larsen & Toubro Limited

  • Fortis Healthcare Limited

  • Shree Cement Limited

  • Clearing Corporation of India Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Shoppers Stop Limited

  • Kansai Nerolac Paints Limited

  • Vedant Fashions Private Limited

  • Sundaram Clayton Limited

  • Tata Consultancy Services Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Bata India Limited

  • Hindustan Unilever Limited

  • Tata Motors Limited

  • UltraTech Cement Limited

  • Container Corporation of India Limited

  • Biocon Limited

  • IndusInd Bank Limited

  • MphasiS Limited

  • Tata Power Company Limited

  • Bajaj Finance Limited

  • BURGER KING INDIA LIMITED

  • Titan Company Limited

  • Bandhan Bank Limited

  • Maruti Suzuki India Limited

  • Motherson Sumi Wiring India Limited

  • Hindalco Industries Limited

  • Thomas Cook (India) Limited

  • Crompton Greaves Consumer Electricals Limited

  • FSN E-Commerce Ventures Limited

  • Century Textiles & Industries Limited

  • Bharat Bijlee Limited

  • SBI Cards & Payment Services Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • ICRA Limited

  • Coforge Limited

  • Phoenix Mills Limited

  • Multi Commodity Exchange of India Limited

  • PB Fintech Limited

  • Sun Pharmaceutical Industries Limited

  • HCL Technologies Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - Housing

  • Consumer Durables - Electronics

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Cement & Construction Materials

  • Retailing

  • Bank - Public

  • Engineering - Construction

  • Hospital & Healthcare Services

  • Paints

  • Textile

  • Finance - NBFC

  • Auto Ancillary

  • Air Conditioners

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • Logistics

  • e-Commerce

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Travel Services

  • Consumer Durables - Domestic Appliances

  • Diversified

  • Electric Equipment

  • Ratings

  • Construction - Real Estate

  • Finance - Stock Broking

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Fund Manager

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About Aditya Birla Sun Life Bal Bhavishya Yojna

Scheme Analysis

Aditya Birla Sun Life Bal Bhavishya Yojna is a Solution Oriented - Children's Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Feb-2019 and currently has an AUM of ₹553.28 crore. Aditya Birla Sun Life Bal Bhavishya Yojna is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Bal Bhavishya Yojna ended up ₹0.15(1.22%)yesterday to ₹12.46.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, and

The Aditya Birla Sun Life Bal Bhavishya Yojna is managed by Atul Penkar and Harshil Suvarnkar.

Fund House Contact

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111