Aditya Birla Sun Life Mutual Fundimage

Aditya Birla Sun Life Bal Bhavishya Yojna

Solution OrientedChildrenIDCWIDCW-ReinvestmentGrowth

Fund Overview

NAV (20 Dec 24)

₹ 19.33

AUM (in Cr)

₹ 1087.24

5 Years CAGR

% 12.69

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
Aditya Birla Sun Life Bal Bhavishya Yojna
4.18
-3.58
3.14
17.21
13.08
12.69
Children
2.09
9.80
16.81
30.16
15.32
19.28

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment 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.

Expense Ratio
% 2.15
Benchmark
-
AUM
₹ 1087.24
Inception Date
22 Jan 2019
Turnover Ratio
% 62.00
Exit Load
Nil
Asset Class
Solution Oriented
amc-logo

Aditya Birla Sun Life Mutual Fund

Total AUM

₹ 384326.89

No. of Schemes under this AMC

118

Phone

43568000

Email

care.mutualfunds@adityabirlacapital.com

Incorporation Date

12/23/1994

Address

One World Center, Tower 1, 17th Floor,, Jupiter Mills,, Senapati Bapat Marg,

Mumbai - 400013

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Aditya Birla Sun Life Mutual Fundimage

Aditya Birla Sun Life Bal Bhavishya Yojna

Solution OrientedChildren
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