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Business News/Market/Market Stats/    Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

+
  • Solutions Oriented
  • Children
  • Rating N.A.
  • Plan
18.34 -0.01 (-0.05%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)988.03
  • CAGR 32.40%
  • Exit Load0.00%
  • Expense ratio2.17%
  • CategorySolutions Oriented
  • Min Investment1000
  • Min SIP500
  • Launch Date2019-02-12

Morning Star Rating N.A.

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 25 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.65
  • Std Deviation 11.81%
  • Tracking Error 0.00%

About Fund

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.

 

The Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has an AUM of 988.03 crores & has delivered CAGR of 12.03% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.17%. The minimum investment in Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is Rs 1000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & High respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Construction Services & Auto & Truck Manufacturers.

 

Some of the similar funds are UTI Children's Equity Fund Regular Plan Growth, UTI Children's Equity Fund - Scholarship Plan, Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth, Axis Children's Gift Regular Lock in Growth, Axis Children's Gift Regular No Lock in Growth. Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has a sharpe ratio of 0.65 & a standard deviation of 11.81%.

FAQs about Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

According to the morning star rating Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has a Moderate risk & High return.
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is managed by Atul Penkar,Harshil Suvarnkar,Dhaval Joshi.
The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is 2.17%.
The 5 year annualized return on Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is 12.03% & it has generated 32.40% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is 1000 Rs.
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has an AUM of 988.03 crores.
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