Aditya Birla Sun Life Bal Bhavishya Yojna
Solution Oriented - Children's Fund
+10.16%
CAGR 3Y
₹17.7+0.68%
Current NAV(Feb 20,2025)
1M
6M
1Y
3Y
5Y
ALL
AUM ₹1032 Cr
Exit load 0%
Risk involved Very High
Min. investment ₹1,000
Lock-in-Period 5
Expense ratio 2.19%
Return Calculator
Monthly SIP
Lumpsum
Enter Amount
₹
Year
Month
Enter Time
Invested
₹60,000
Profit
₹18,652
Current value
₹78,652
Historical Returns
| Period Invested for | Absolute Returns | Annualized Returns | Category Avg |
|---|---|---|---|
| 1 Day | +0.68% | -- | +122.81% |
| 1 Week | -0.34% | -- | -40.53% |
| 1 Month | -5.80% | -- | -46.87% |
| 3 Month | -6.30% | -- | -15.11% |
| 6 Month | -11.72% | -- | -12.88% |
| 9 Month | -2.21% | -- | +4.12% |
| 1 Year | +2.31% | +2.31% | +7.47% |
| 2 Year | +32.78% | +15.21% | +16.05% |
| 3 Year | +33.79% | +10.16% | +11.33% |
| 4 Year | +37.64% | +8.30% | +13.10% |
| 5 Year | +61.35% | +10.03% | +13.11% |
Holding Analysis
By Asset
Equity
97.95%
Cash
1.71%
other
0.34%
By Sector
Banks
20.65%
IT - Software
8.30%
Automobiles
5.57%
Petroleum Products
5.47%
Finance
4.50%
other
55.51%
Holdings
No data yet, will be updated soon.
Fund Information
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Mutual Fund Manager
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AMC Information
Founding Date
1994-12-23
AMC Incorporation date
1994-09-05
Sponsor Name
Aditya Birla Nuvo Limited and Sun Life (India) AMC Investments Inc.
Trustee organisation
Aditya Birla Sun Life Trustee Company Private Limited
MD/CEO
Mr. A Balasubramanian
CIO
Mr. Maneesh Dangi
Compliance Officer
Mr. Parth Makwana
Scheme Document
Disclaimer
Mutual Funds investments are subject to market risks, please read all scheme related documents carefully. Past performance is not an indicator for future returns.
The information displayed on this page comes from a third party for your reference. Bullsmart do not make any commitment to the accuracy and timeliness of the information. Please take the actual situation as the standard. You should make investment decisions based on your own independent judgment and bear the corresponding risks. Bullsmart will not bear any economic and legal responsibilities for your investment decisions.
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Source: www.accordfintech.com
AMFI Registered Mutual Fund Distributor. ARN-262524
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Return Calculator
Monthly SIP
Lumpsum
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Year
Month
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Invested
₹60,000
Profit
₹18,652
Current value
₹78,652
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Bullsmart is a Mutual Fund investment management company that combines the expertise of advanced AI technology and a community of seasoned investors to provide comprehensive investment management solutions. Our team of inhouse financial and tech experts monitor the performance of portfolios and suggest changes if required to ensure long-term success.
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Bullsmart is a Mutual Fund investment management company that combines the expertise of advanced AI technology and a community of seasoned investors to provide comprehensive investment management solutions. Our team of inhouse financial and tech experts monitor the performance of portfolios and suggest changes if required to ensure long-term success.
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080 6916 0860
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