NAV on (09 Oct 2026 )
₹18.27 ▲
(+0.83%)
Fund Size
₹1266.45 Crores
1Y Returns
-6.45 %
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
1266.45 Cr
Min investment
Rs 500
Expense Ratio
1.07%
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
-4.94%
6 Months
-2.97%
1 Year
-6.45%
2 Years (CAGR)
-6.14%
3 Years (CAGR)
+2.71%
5 Years (CAGR)
+4.20%
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 126.76% | 126.76% | ₹4072.36 | |
| 126.42% | 126.42% | ₹4072.36 | |
| 126.26% | 126.26% | ₹4072.36 | |
| 126.25% | 126.25% | ₹4072.36 | |
| 126.21% | 126.21% | ₹4072.36 |
Q: What is the current NAV of Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW?
A: The latest NAV of Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW is ₹ 18.27 as on 09 Oct 2026.
Q: What type of mutual fund is Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW?
A: Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW is a 'Hybrid - Equity Oriented' type mutual fund managed by 'Aditya Birla Sun Life AMC Limited'.
Q: What is the expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW?
A: The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW is 1.07%, which impacts overall returns.
Q: Who manages Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW?
A: Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW is managed by Ms. Chanchal Khandelwal, who oversees investment strategy and portfolio decisions.
Q: Is Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW a good investment?
A: Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW?
A: The exit load of Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW is Nil, applicable if redeemed within the specified period.
Q: How is Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan - IDCW taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
