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

  • Previous Nav

  • Net Change on 01-06-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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
S&P BSE 200 -0.01 -12.26 -16.97 -0.23 3.25 12.45

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 -6.63 0.40 4.35 1.79 3,281.32
HDFC Children Gift Fund-Investment Mar 02, 2001 -13.39 0.71 4.85 2.13 2,776.99
UTI CCF Investment Plan - Regular Plan - Growth Option Mar 08, 2004 -14.28 -1.09 3.12 2.84 279.89
Tata Young Citizen -Regular Plan-Growth Oct 14, 1995 -11.96 -3.02 0.99 2.52 158.87
SBI Magnum Children Benefit Plan- REGULAR PLAN -Holding Held for <= 1 Year Jan 28, 2002 -3.06 4.42 8.49 2.23 61.63

Fund Holdings as on 30-April-2020

  • Pfizer Limited

  • Reliance Industries Limited

  • Honeywell Automation India Limited

  • Housing Development Finance Corporation Limited

  • Clearing Corporation of India Limited

  • Bayer Cropscience Limited

  • GlaxoSmithKline Pharmaceuticals Limited

  • Gillette India Limited

  • Kotak Mahindra Bank Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • HDFC Bank Limited

  • Biocon Limited

  • Larsen & Toubro Limited

  • Shree Cement Limited

  • Kansai Nerolac Paints Limited

  • ICICI Bank Limited

  • Tata Consultancy Services Limited

  • MRF Limited

  • Fortis Healthcare Limited

  • Procter & Gamble Hygiene and Health Care Limited

  • IDFC First Bank Limited

  • Sundaram Clayton Limited

  • Bata India Limited

  • ICRA Limited

  • Hindustan Unilever Limited

  • Shoppers Stop Limited

  • Bharat Bijlee Limited

  • Bosch Limited

  • Quess Corp Limited

  • Axis Bank Limited

  • Maruti Suzuki India Limited

  • Thomas Cook (India) Limited

  • Titan Company Limited

  • UltraTech Cement Limited

  • Infosys Limited

  • Century Textiles & Industries Limited

  • Bajaj Finance Limited

  • Rane Holdings Limited

  • Sun Pharmaceutical Industries Limited

  • Cummins India Limited

  • Container Corporation of India Limited

  • Net Receivables / (Payables)

View More
  • Pharmaceuticals & Drugs

  • Bank - Private

  • Refineries

  • Consumer Durables - Electronics

  • Finance - Housing

  • Household & Personal Products

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Air Conditioners

  • Cement & Construction Materials

  • Engineering - Construction

  • IT - Software

  • Paints

  • Auto Ancillary

  • Retailing

  • Tyres & Allied

  • Hospital & Healthcare Services

  • Ratings

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Travel Services

  • Diversified

  • Finance - NBFC

  • Finance - Investment

  • Diesel Engines

  • Logistics

View More

Fund Manager

  • Cash

  • Equity

View More

About Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan

Scheme Analysis

Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan 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 ₹223.71 crore. Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan is benchmarked against S&P BSE 200 as primary index.

The NAV of Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan ended up ₹0.21(2.31%)yesterday to ₹9.3.

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

The Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan is managed by Ajay Garg and Pranay Sinha.

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