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
₹21.9100
-0.05%
(16 Jul)
AUM
1,060 Cr
TER
0.66%
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
+48.0%
+44.1%
+34.6%
+31.4%
+21.3%
3Y
+32.3%
+21.6%
+16.0%
+15.1%
+13.1%
5Y
NA
+17.9%
+16.5%
+15.1%
+13.3%
ALL
+46.4%
+15.6%
+15.5%
+11.7%
+12.8%
VOL
12.4%
12.6%
16.5%
12.7%
5.6%
TER
0.8%
1.5%
0.7%
1.7%
0.9%
AUM
₹2,326 Cr
₹1,327 Cr
₹1,060 Cr
₹17 Cr
₹114 Cr
INFO
3.73
1.23
0.94
0.92
2.27
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 May
Top holdings
ICICI Bank Ltd
6.1%
HDFC Bank Ltd
5.1%
Reliance Industries Ltd
4.3%
Infosys Ltd
4.3%
Larsen & Toubro Ltd
3.8%
Bharti Airtel Ltd
3.5%
Axis Bank Ltd
3.3%
Maruti Suzuki India Ltd
2.5%
Fortis Healthcare Ltd
2.2%
Oil & Natural Gas Corp Ltd
2.1%
Top industry exposure
Financial Services
25.4%
Consumer Cyclical
18.4%
Industrials
14.5%
Energy
9.1%
Basic Materials
7.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
68%
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