Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

0
Childrens Fund NAV 12.6200 0 20 March, 2023

Fund Details

Category Childrens Fund
Fund Type Close Ended
Investment Plan Growth
Launch Date 01 February, 2019
Benchmark S&P BSE 200
Asset Size(Cr) 637.36 (As on 28-02-2023)
Turn over 46%
Min Investment ₹ 1000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.42% (As on 31-01-2023)
Fund Manager Atul Penkar, Harshil Suvarnkar, Dhaval Joshi

Investment Returns (As on 20 Mar, 2023)

Duration Returns Benchmark Category
1 W -1.64% 0.47% -0.63%
1 M -5.33% 0.61% -3.45%
3 M -9.47% 1.57% -5.59%
6 M -9.79% 3.02% -5.19%
1 Y -3.22% 4.4% -1.82%
2 Y 0.28% 4.99% 8.6%
3 Y 14.67% 5.64% 18.86%
5 Y - 7.7% 8.6%

Risk Mesasures (As on 20 Mar, 2023)

Std Dev Sharpe Beta Alpha
Fund 19.36 0.28 -7.46 0.83
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

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 Growth -3.22% 14.67% 0%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative -0.96% 18.6% 7.8%
UTI Children's Career Fund-Investment Plan (G) -6.41% 16.77% 9.77%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 2.77% 14.5% 7.54%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully