Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW

Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW is a scheme launched by Aditya Birla Sun Life Mutual Fund on February 11, 2019, and falls under the Childrens fund category. It currently manages an AUM of Rs 1,115.88 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 1000. It charges an expense ratio of 2.15% for managing the portfolio.

• Investing Strategy:

  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:

  Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW trailing returns over different times are -8.65% (1 year), 7.52% (3 year) and 10.32% (5 year). The average annual return of this fund stands at -3.7%.