Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Growth Direct Plan

NAV
₹17.5400
+0.63%
(30 Nov)
AUM
800 Cr
TER
0.77%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+23.2%
+18.6%
+15.1%
+14.2%
+12.5%
3Y
+39.8%
+18.6%
+13.5%
+14.0%
+12.2%
5Y
NA
+13.4%
NA
+10.9%
+12.3%
ALL
+42.6%
+13.6%
+12.1%
+12.3%
+10.3%
VOL
12.6%
12.4%
16.5%
5.7%
12.7%
TER
0.9%
1.6%
0.8%
0.8%
1.9%
AUM
₹1,271 Cr
₹981 Cr
₹800 Cr
₹102 Cr
₹14 Cr
INFO
3.39
1.10
0.73
2.14
0.81
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Bal Bhavishya Yojna Wealth (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
HDFC Bank Ltd
6.1%
ICICI Bank Ltd
6.1%
Reliance Industries Ltd
4.2%
Infosys Ltd
3.7%
State Bank of India
3.4%
Larsen & Toubro Ltd
3.2%
Honeywell Automation India Ltd
2.4%
Clearing Corporation Of India Limited
2.4%
Fortis Healthcare Ltd
2.2%
Axis Bank Ltd
2.0%
Top industry exposure
Financial Services
30.9%
Consumer Cyclical
23.4%
Industrials
14.9%
Basic Materials
6.0%
Technology
4.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
60%
Lock-in period
5Y
Exit load
No exit load
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 manager(s)
Atul Penkar
Harshil Suvarnkar
Dhaval Joshi

FAQs