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

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth IDCW Reinvest Direct Plan

NAV
₹19.2000
+0.26%
(19 Apr)
AUM
941 Cr
TER
0.7%
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
+36.2%
+35.6%
+17.4%
3Y
+14.5%
+13.6%
+10.6%
5Y
+12.3%
+12.2%
+12.5%
ALL
+13.4%
+13.3%
+11.5%
VOL
16.2%
16.2%
11.2%
TER
0.7%
0.7%
1.1%
AUM
₹941 Cr
₹941 Cr
₹797 Cr
INFO
0.83
0.82
1.02
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 IDCW Reinvest (DR)
₹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 Mar
Top holdings
ICICI Bank Ltd
6.3%
HDFC Bank Ltd
5.1%
Infosys Ltd
4.8%
Reliance Industries Ltd
4.7%
Larsen & Toubro Ltd
4.1%
Bharti Airtel Ltd
3.3%
Fortis Healthcare Ltd
2.5%
Oil & Natural Gas Corp Ltd
2.3%
Maruti Suzuki India Ltd
2.2%
Clearing Corporation Of India Limited
2.1%
Top industry exposure
Financial Services
25.2%
Consumer Cyclical
19.9%
Industrials
12.0%
Basic Materials
9.5%
Energy
8.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
64%
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