Aditya Birla Sun Life Bal Bhavishya Yojna Add to compare
13.05
-0.11
(-0.84%)
1 day change as on 05 Mar 2021
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 322.45
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 361.52 2.51 13.38 24.29 25.20 -- -- 13.66
Tata Young Citizens Fund 0.00 2.74 14.41 33.24 39.76 9.70 11.18 12.63
UTI CCF - Investment Plan 414.89 1.48 13.39 33.88 35.25 11.08 15.55 9.84
Axis Childrens Gift Fund 539.64 1.39 7.94 21.79 23.72 11.67 11.89 10.95
LIC MF Childrens Gift Fund 12.85 -0.12 6.83 22.06 21.06 8.56 8.63 3.99
ICICI Prudential Child Care Fund (Gift Plan) 715.68 -0.03 9.48 21.86 19.46 8.02 11.95 15.5
Top 10 Holdings
Company Name Sector Name Asset %
Honeywell Automation India Ltd. Industrial Manufacturing 9.08
Housing Development Finance Corporation Ltd. Financial Services 8.78
Pfizer Ltd. Pharma 7.07
Kotak Mahindra Bank Ltd. Financial Services 6.22
Bayer Cropscience Ltd. Fertilisers & Pesticides 6.21
 
Company Name Sector Name Asset %
Gillette India Ltd. Consumer Goods 4.28
Glaxo Smithkline Pharmaceuticals Ltd. Pharma 4.21
Larsen & Toubro Ltd. Construction 4.07
ICICI Bank Ltd. Financial Services 3.63
Reliance Industries Ltd. OIL & GAS 3.07
AUM Movement
Asset Allocation