- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Bal Bhavishya Yojna (G)
Aditya Birla Sun Life Bal Bhavishya Yojna (G)
₹ 20.3
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.3
NAV (Oct 15)
Fund Returns
Last 1Y | 28% |
Last 3Y | 12.3% |
Last 5Y | 14.9% |
Last 10Y | NA |
Since Inception | 13.2% |
6 Month CAGR | 14.2% |
Scheme Information
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.
Expense Ratio | 2.11 |
Launched (0y ago) | 2.11 |
AUM in Crores | 1151.7 |
ISIN | INF209KB1E76 |
Lock-in | - |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.3 |
Beta | 0.9 |
Sharpe Ratio | 0.7 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna (G) | 10,61,634 | 3,29,022 | 14.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
ICICI Bank Ltd.
5.9%Infosys Ltd.
5.1%HDFC Bank Ltd.
4.8%Reliance Industries Ltd.
3.5%Larsen & Toubro Ltd.
3.5%Allocation by Sector
Financial
25.6%Energy
12.8%Services
9%Construction
8.9%Automobile
7.2%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.3% | 7.4% | ||
5.4% | 5.3% | ||
6.4% | 7.4% | ||
6.4% | 8% | ||
5.8% | 7.2% |
Aditya Birla Sun Life Bal Bhavishya Yojna (G) Review
Aditya Birla Sun Life Bal Bhavishya Yojna (G) is a Childrens Fund Others fund and has delivered an annualised return of 13.205% over a period of 5 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Atul Penkar, Dhaval Joshi, Harshil Suvarnkar.
Nav of Aditya Birla Sun Life Bal Bhavishya Yojna (G) as of 10/15/2024 is ₹20.30 with the total AUM as of 10/16/2024 is ₹1151.677. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Bal Bhavishya Yojna (G) was launched on 2019-02-11. The category risk of the fund is Average.
The minimum SIP amount for Aditya Birla Sun Life Bal Bhavishya Yojna (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Aditya Birla Sun Life Bal Bhavishya Yojna (G)?
How to invest in Aditya Birla Sun Life Bal Bhavishya Yojna (G)?
You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Aditya Birla Sun Life Bal Bhavishya Yojna (G)?
The minimum sip amount for Aditya Birla Sun Life Bal Bhavishya Yojna (G) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Bal Bhavishya Yojna (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna (G)?
The expense ratio of the Aditya Birla Sun Life Bal Bhavishya Yojna (G) is 2.11% for regular plan.
What is the NAV of Aditya Birla Sun Life Bal Bhavishya Yojna (G)?
Today's Aditya Birla Sun Life Bal Bhavishya Yojna (G) NAV is ₹20.30.