Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan Add to compare
10.66
0
(0%)
1 day change as on 20 Oct 2020
Investment Objective: 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.The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 274.74
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 1000
Launch Date Fund Manager Last Dividend
05-02-2019 Ajay Garg,Pranay Sinha 0.00
Benchmark Email / Website Bonus
S&P BSE 200 TRI connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Aditya Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan 290.52 -0.74 5.96 18.84 3.17 -- -- 3.82
Tata Young Citizens Fund 181.82 2.28 7.48 25.80 6.31 1.01 4.72 11.78
SBI Magnum Childrens Benefit Fund - Savings Plan 66.14 0.01 2.71 9.25 5.43 4.55 9.46 9.96
UTI CCF- Savings Plan 3535.54 1.35 3.70 12.47 5.37 2.56 5.69 10.68
UTI CCF - Investment Plan 330.09 1.15 7.22 22.28 4.78 1.42 7.05 8.33
Axis Childrens Gift Fund 466.81 1.33 5.53 19.02 2.91 5.86 -- 7.83
Top 10 Holdings
Company Name Sector Name Asset %
Honeywell Automation India Ltd. Industrial Manufacturing 8.54
Pfizer Ltd. Pharma 7.8
Housing Development Finance Corporation Ltd. Financial Services 7.72
Bayer Cropscience Ltd. Fertilisers & Pesticides 6.85
CBLO(CCIL) Current Assets 5.54
 
Company Name Sector Name Asset %
Reliance Industries Ltd. OIL & GAS 5.16
Kotak Mahindra Bank Ltd. Financial Services 4.98
Glaxo Smithkline Pharmaceuticals Ltd. Pharma 4.95
Gillette India Ltd. Consumer Goods 4.1
Reliance Industries Ltd. OIL & GAS 3.71
AUM Movement
Asset Allocation