e.g. Tata motors, Reliance MF, 500570

Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - Growth

Hybrid Equity Oriented Very High

NAV on (10 Jul 2025 )

₹22.33

(-0.36%)

Fund Size

₹1155.19 Crores

1Y Returns

3.05 %

 

 

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.

AMC

Aditya Birla Sun Life AMC Limited

Fund Details

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%

SIP Minimum Investment

Weekly - Rs. 500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs. 500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.

Exit Load

Nil

Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - Growth - Invest

1 Month

1.09%

6 Months

7.67%

1 Year

3.05%

2 Years

17.95%

3 Years

18.59%

5 Years

16.69%

Address
One World Center, Tower 1, 17th Floor, Jupiter Mills, Senapati Bapat Marg, 400013
Phone
+91 22 43568000
Fax
+91 22 43568110
Launch Date
January 22, 2019
Custodian
Citibank NA
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.
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