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Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

  • Childrens Funds
  • Very High
  • Current NAV

    ₹17.54 0.09%

    15-04-2024
  • Annual Returns

    34.88%

  • Min. SIP ₹500

    Min. Investment ₹1000

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  • Equity 98.39%
  • Others 1.6%

Market Cap

Allocation
Large Cap 60.6
Mid Cap 22.45
Small Cap 15.34

Sector Allocation

Financial

Energy

Services

Automobile

Technology

Construction

Materials

Consumer Staples

Communication

Healthcare

Consumer Discretionary

Chemicals

Metals & Mining

Capital Goods

Textiles

Insurance

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
15-Apr-2024
Holdings PE Ratio
15-Apr-2024
1Y Return
ICICI Bank Ltd. Large Cap Financial (25.02) 6.1% 17.84 19.88%
Infosys Ltd. Large Cap Technology (33.95) 5.42% 24.96 5.62%
HDFC Bank Ltd. Large Cap Financial (25.02) 4.98% 19.21 -11.83%
Reliance Industries Ltd. Large Cap Energy (39.82) 4.66% 28.33 24.38%
Larsen & Toubro Ltd. Large Cap Construction (47.96) 3.8% 40.08 59.71%
Bharti Airtel Ltd. Large Cap Communication (66.77) 3.02% 84.22 60.09%
Fortis Healthcare Ltd. Mid Cap Healthcare (92.93) 2.41% 59.43 64%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (8.9) 2.27% 8.6 77.01%
Tata Motors Ltd. Large Cap Automobile (95.46) 2.04% 40.82 136.49%
Maruti Suzuki India Ltd. Large Cap Automobile (44.1) 1.98% 32.08 43.15%
State Bank of India Large Cap Financial (16.19) 1.87% 10.42 42.13%
SAMHI Hotels Ltd. Small Cap Services (69.64) 1.85% -13.64 0%
Zomato Ltd. Large Cap Services (36.51) 1.82% -10.49 85.47%
Mahindra & Mahindra Ltd. Large Cap Automobile (44.1) 1.58% 22.91 70.54%
V-Guard Industries Ltd. Small Cap Consumer Discretionary (80.35) 1.57% 64.01 34.74%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (39.82) 1.5% 3.92 107.56%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (54.75) 1.49% 41.32 52.79%
ITC Ltd. Large Cap Consumer Staples (28.44) 1.48% 25.9 7.6%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 1.48% 0 0%
GAIL (India) Ltd. Large Cap Energy (24.72) 1.47% 16.64 88.9%
Ambuja Cements Ltd. Large Cap Materials (26.26) 1.46% 0 0%
Axis Bank Ltd. Large Cap Financial (24.43) 1.45% 28.68 29.81%
Samvardhana Motherson International Ltd. Mid Cap Automobile (99.04) 1.44% 40.92 76.8%
Info Edge (India) Ltd. Mid Cap Services (113.6) 1.41% 312.3 52.94%
Chalet Hotels Ltd. Small Cap Services (69.64) 1.4% 79.68 137.2%
Indusind Bank Ltd. Large Cap Financial (25.02) 1.4% 13.81 38.7%
Timken India Ltd. Mid Cap Capital Goods (50.79) 1.37% 0 -2.12%
FSN E-Commerce Ventures Ltd. Mid Cap Services (903.07) 1.37% 1782.5 41.36%
Tata Steel Ltd. Large Cap Metals & Mining (22.18) 1.36% -60.17 50.07%
IDFC First Bank Ltd. Mid Cap Financial (25.02) 1.36% 19.33 53.1%
Sumitomo Chemical India Ltd. Small Cap Chemicals (24.81) 1.33% 59.05 -7.62%
Ultratech Cement Ltd. Large Cap Materials (55.96) 1.32% 44.61 34.3%
REC Ltd. Large Cap Financial (16.62) 1.31% 8.62 254.2%
Gokaldas Exports Ltd. Small Cap Textiles (47.93) 1.28% 37.88 124.62%
Bharat Forge Ltd. Mid Cap Automobile (26.29) 1.26% 0 0%
Go Fashion (India) Ltd. Small Cap Services (134.78) 1.25% 0 11.26%
Inox India Ltd. Small Cap Metals & Mining (57.88) 1.23% 66.67 0%
Titan Company Ltd. Large Cap Consumer Discretionary (89.54) 1.21% 92.76 39.54%
Dalmia Bharat Ltd. Mid Cap Materials (57.02) 1.2% 33.03 -3.14%
Bank of India Mid Cap Financial (16.19) 1.13% 9.86 80.12%
AU Small Finance Bank Ltd. Mid Cap Financial (17.76) 1.13% 0 95.96%
Star Health and Allied Insurance Company Ltd. Mid Cap Insurance (44.5) 1.12% 0 -7.89%
TD Power Systems Ltd. Small Cap Capital Goods (54.95) 1.12% 40.1 100.03%
Sunteck Realty Ltd. Small Cap Construction (120.38) 1.11% -108.17 45.12%
Bajaj Finance Ltd. Large Cap Financial (33.14) 1.11% 31.77 19.89%
Mahindra & Mahindra Financial Services Ltd. Mid Cap Financial (33.14) 1.11% 18.4 11.54%
The Phoenix Mills Ltd. Mid Cap Construction (120.38) 1.1% 52.17 130.43%
The Ramco Cements Ltd. Mid Cap Materials (57.02) 1.09% 50.15 8.69%
Interglobe Aviation Ltd. Large Cap Services (109.4) 1.05% 19.35 92.04%
Tata Consultancy Services Ltd. Large Cap Technology (33.95) 1.01% 31.08 23.56%
Zee Entertainment Enterprises Ltd. Mid Cap Communication (33.88) 0.97% -116.65 -17%
Cello World Ltd. Small Cap Consumer Discretionary (80.35) 0.96% 0 0%
Gujarat Gas Ltd. Mid Cap Energy (24.72) 0.93% 35.81 24.04%
Clean Science And Technology Ltd. Small Cap Chemicals (61.41) 0.87% 55.36 -9.34%
Britannia Industries Ltd. Large Cap Consumer Staples (67.58) 0.85% 53.06 11.65%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.82% 26.45 -0.13%
Shriram Finance Ltd Large Cap Financial (20.22) 0.79% 13.64 85.91%
Bikaji Foods International Ltd. Small Cap Consumer Staples (67.58) 0.7% 70.99 48.49%
Navin Fluorine International Ltd. Small Cap Chemicals (26.29) 0.67% 0 6.43%
Devyani International Ltd. Mid Cap Services (69.64) 0.55% 164.64 1.15%

Market Cap

Allocation
Others 1.6

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 1.44% 0%
Others Others 0.16% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth?

The top holdings of this fund are ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Reliance Industries Ltd., Larsen & Toubro Ltd.

Top 5 Sector for Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth?

The major sectors of this fund are Financial, Energy, Services, Automobile, Technology.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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