Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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Childrens Fund NAV 12.11 -0.17 01 July, 2022
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth was previously known as

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular (G)

Fund Details

Category Childrens Fund
Fund Type Close Ended
Investment Plan Growth
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 01 Jul, 2022)

Duration Returns Benchmark Category
1 W 3.49% 0.27% -0.73%
1 M -2.33% -0.45% -0.6%
3 M -6.1% 0.36% -2.48%
6 M -10.25% 0.68% -4.63%
1 Y -7.66% 3.25% 18.03%
2 Y 20.72% 5.1% 27.51%
3 Y 5.58% 8.04% 12.57%
5 Y - 7.55% 10.3%

Risk Mesasures (As on 01 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings

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 Growth -7.66% 5.58% 0%
UTI Children's Career Fund-Investment Plan (G) -2.4% 12.98% 10.02%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 7.34% 9.83% 9.17%
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 2.27% 8.16% 8.3%

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