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

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  • Net Change on 16-04-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

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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
S&P BSE 200 - TRI -1.58 2.86 66.31 12.10 15.05 10.69

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.)
UTI CCF Saving Plan - Regular Plan Jul 12, 1993 27.89 5.09 8.06 1.78 3,917.27
Axis Children's Gift Fund - Lock in - Regular Growth Dec 08, 2015 43.35 9.66 10.84 2.43 575.13
Axis Children's Gift Fund - No Lock in - Regular Plan - Growth Dec 08, 2015 43.35 9.66 10.84 2.43 575.13
UTI CCF Investment Plan - Regular Plan - Growth Option Mar 08, 2004 60.86 9.25 13.66 2.78 452.34
Tata Young Citizen -Regular Plan-Growth Oct 14, 1995 60.44 8.15 10.10 2.55 228.63

Fund Holdings as on 31-March-2021

  • Honeywell Automation India Limited

  • Housing Development Finance Corporation Limited

  • Pfizer Limited

  • Kotak Mahindra Bank Limited

  • Bayer Cropscience Limited

  • Gillette India Limited

  • Larsen & Toubro Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Shree Cement Limited

  • Kansai Nerolac Paints Limited

  • IDFC First Bank Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Biocon Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • Fortis Healthcare Limited

  • Sundaram Clayton Limited

  • Quess Corp Limited

  • Clearing Corporation of India Limited

  • Reliance Industries Limited

  • Tata Consultancy Services Limited

  • Hindustan Unilever Limited

  • Container Corporation of India Limited

  • MRF Limited

  • Shoppers Stop Limited

  • Bata India Limited

  • ICRA Limited

  • Bosch Limited

  • Infosys Limited

  • Thomas Cook (India) Limited

  • Axis Bank Limited

  • Bharat Bijlee Limited

  • Titan Company Limited

  • Maruti Suzuki India Limited

  • UltraTech Cement Limited

  • Bajaj Finance Limited

  • Century Textiles & Industries Limited

  • Crompton Greaves Consumer Electricals Limited

  • Rane Holdings Limited

  • Sun Pharmaceutical Industries Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • Pharmaceuticals & Drugs

  • Consumer Durables - Electronics

  • Finance - Housing

  • Household & Personal Products

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Miscellaneous

  • Cement & Construction Materials

  • Paints

  • Auto Ancillary

  • Air Conditioners

  • IT - Software

  • Hospital & Healthcare Services

  • Retailing

  • Refineries

  • Logistics

  • Tyres & Allied

  • Ratings

  • Travel Services

  • Electric Equipment

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • Diversified

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹407.30 crore. Aditya Birla Sun Life Bal Bhavishya Yojna is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Bal Bhavishya Yojna ended up ₹0.05(0.4%)yesterday to ₹12.52.

Among its top 3 holdings the fund has exposure to Honeywell Automation India Limited, and

The Aditya Birla Sun Life Bal Bhavishya Yojna is managed by Ajay Garg 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