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Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

NAV
₹ 12.46 ₹ 0.15 (1.2 %)
as on 27-05-2022
Asset Size (AUM)
553.28 Cr
Launch Date
Feb 05, 2019
Investment Objective
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.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Feb 05, 2019

6.89

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
N/A
Expense Ratio
2.58%
Volatility
N/A
Fund House
Aditya Birla Sun Life Mutual Fund
Fund Manager
Harshil Suvarnkar,Atul Penkar
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 27-05-2022

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 -2.96 18.19 5.31 0.0 0.0
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 29-09-2020 38.95 0.0 0.0 0.0 0.0
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 9.23 17.82 9.91 9.35 11.9
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 6.79 24.15 8.52 8.55 13.19
HDFC Childrens Gift Fund - Growth Plan 05-03-2001 6.48 30.07 12.78 11.1 14.96
Tata Young Citizen -Regular Plan-Growth 14-10-1995 5.88 31.68 14.1 9.06 11.03
Axis Childrens Gift Fund - Lock in - Growth 05-12-2015 4.44 23.64 11.45 10.47 0.0
Axis Childrens Gift Fund - without Lock in - Growth 05-12-2015 4.44 23.64 11.45 10.47 0.0
UTI CCF Investment Plan - Regular Plan - Growth Option 17-02-2004 4.38 32.15 13.19 10.26 13.89
LIC MF Childrens Gift Fund-Regular Plan-Growth 16-10-2001 2.43 20.59 8.45 5.73 9.2
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings