Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW

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Childrens Fund NAV 10.75 0 09 October, 2020
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW was previously known as

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Dividend Reinvestment

Fund Details

Category Childrens Fund
Fund Type Close Ended
Investment Plan Dividend
Launch Date 05 February, 2019
Benchmark S&P BSE 200
Asset Size(Cr) 547.28 (As on 31-03-2022)
Turn over 33.00%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 1.99% (As on 31-03-2022)
Fund Manager Harshil Suvarnkar,Atul Penkar

Investment Returns (As on 09 Oct, 2020)

Duration Returns Benchmark Category
1 W 1.51% 0.27% -0.73%
1 M 2.77% -0.45% -0.6%
3 M 6.54% 0.36% -2.48%
6 M 22.02% 0.68% -4.63%
1 Y 7.39% 3.25% 18.03%
2 Y 20.65% 5.1% 27.51%
3 Y 7.31% 8.04% 12.57%
5 Y - 7.55% 10.3%

Risk Mesasures (As on 09 Oct, 2020)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
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  • 5Y

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW 7.39% 7.31% 0%
UTI Children's Career Fund-Investment Plan (G) 3.75% 14.12% 9.85%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 10.93% 10.86% 9.32%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 6.88% 9.36% 7.94%

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