NAV on (10 Jul 2025 )
₹22.33 ▼
(-0.36%)
Fund Size
₹1155.19 Crores
1Y Returns
3.05 %
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.
Aditya Birla Sun Life AMC Limited
Launch Date
January 22, 2019
Fund Manager
Ms. Chanchal Khandelwal
Initial Price
10
AUM Fund
1155.19 Cr
Min investment
Rs 500
Expense Ratio
0.9%
Weekly - Rs. 500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs. 500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.
Nil
1 Month
1.09%
6 Months
7.67%
1 Year
3.05%
2 Years
17.95%
3 Years
18.59%
5 Years
16.69%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 126.76% | 126.76% | ₹3987.84 | |
| 126.42% | 126.42% | ₹3987.84 | |
| 126.26% | 126.26% | ₹3987.84 | |
| 126.25% | 126.25% | ₹3987.84 | |
| 126.21% | 126.21% | ₹3987.84 |
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