Overview (as on 30 Jul 2021)

NAV

₹13.96

1y returns

35.534%

Fund AUM

₹447 Cr

Expense Ratio

1.07%

Min SIP

₹500

Min Lumpsum

₹1,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
28.00%
Health
17.89%
Industrials
17.84%
Basic Materials
13.57%
Consumer
10.10%
Defensive
7.16%
Tech
5.43%
Size Breakup
Mid Cap
45.50%
Large Cap
44.75%
Small Cap
9.75%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
12 February, 2019
Fund Manager
Pranay Sinha
Fund House Details
Fund House
Aditya Birla Sun Life AMC Ltd
Email
connect@birlasunlife.com
Phone
+912243568110/8111
Address
Aditya Birla Sun Life AMC Ltd,One India Bulls Centre ,Tower 1, 17th Flr,,Jupiter Mill Compound,841,S.B. Marg,,Elphinstone Road

Other Related Plans

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Aditya Birla Sun Life Bal Bhavishya Yojna Direc...

NAV

₹13.96

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Pranay Sinha
Pranay Sinha

manager

Work Experience
"null"
Harshil Suvarnkar
Harshil Suvarnkar

manager

Work Experience
"null"
Ajay Garg
Ajay Garg

leader

Qualifications
B.E.(Electronics), MBA (Finance)
Work Experience
"Working with the AMC since Jan, 2003. Prior to this worked with Birla Sun Life Securities Ltd. Total Work Experience of 15 years in financial services."

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