Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Dividend

Fund Returns

NAV Rs. 10.64 -2.21 %
(as on Feb. 28, 2020)

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 10.64 -2.21 %
(as on Feb. 28, 2020)
N/A N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Feb. 11, 2019
Fund Size Rs. 217.14 cr.
Category Hybrid | Solution Oriented - Children's Fund
Fund Manager Ajay Garg
AMC Aditya Birla Sun Life AMC Limited
Fund Benchmark S&P BSE 200 Index
Risk Profile Balanced
Risk Rating 5 / 10

Investment Information

Min. Investment Rs. 1000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 0.70 %
Exit load Nil

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -2.33 -0.64 11.36 - - -
Rank Within Category 17 11 None None None None

Peer Funds

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/

Scheme Details

Launch Date Feb. 11, 2019 Fund Size Rs. 217.14 cr.
Category Hybrid | Solution Oriented - Children's Fund Fund Manager Ajay Garg
AMC Aditya Birla Sun Life AMC Limited Fund Benchmark S&P BSE 200 Index
Risk Profile Balanced Risk Rating 5 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 1000.00 Rs. 0.00 0.70 % Nil

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -2.33 -0.64 11.36 - - -
Rank Within Category 17 11 None None None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Direct Dividend - - - 217.14

AMC Contact Information

AMC Aditya Birla Sun Life AMC Limited
Address One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound, 841, Senapati Bapat Marg, Elphinstone Road,, Mumbai - 400 013
Email connect@birlasunlife.com
Website https://mutualfund.adityabirlacapital.com/