e.g. Tata motors, Reliance MF, 500570

Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW

Hybrid Debt Very High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹789.69 Crores

1Y Returns

No Data Available%

 
Earn 1% Higher Returns in Direct Funds on dhan Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The investment objective of the Plan is to generate income and capital appreciation by predominantly investing in a diversified portfolio of debt and money market securities along with equity and equity related instruments.

AMC

Aditya Birla Sun Life AMC Limited

Fund Details

Launch Date

January 22, 2019

Fund Manager

Mr. Atul Penkar

Initial Price

10

AUM Fund

789.69 Cr

Min investment

Rs 500

Expense Ratio

2.27%

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

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
15.11% 57.67% ₹20240.34
15.11% 57.67% ₹20240.34
15.11% 57.67% ₹20240.34
15.11% 57.66% ₹20240.34
15.11% 57.66% ₹20240.34

Holdings

Clearing Corporation of India Limited 2.70%
Atul Limited 0.32%
Net Receivables / (Payables) -0.19%

Sector Allocation

Banks 24.85%
Miscellaneous 7.97%
Information Technology 5.84%
Engineering 7.75%
Pharmaceuticals and health care 5.42%
Service 4.60%
Sugar 1.76%
Cement 2.94%
Auto 6.05%
Textiles 3.88%
Beverages - Alcoholic 1.52%
Finance 5.89%
Retail 1.49%
Food Processing 3.41%
Iron and Steel 1.40%
Auto Ancillaries 1.40%
Construction 1.34%
Hospitality 1.24%
Consumer Durables 1.18%
Chemicals 1.11%
Cables 1.00%
Telecommunications 0.96%
Electric Equipment 0.79%
Plastics 0.76%
Paints and Pigments 0.32%
Address
One World Center, Tower 1, 17th Floor,Jupiter Mills, Senapati Bapat Marg,Elphinstone Road, Mumbai Maharashtra India 400013
Phone
+91 22 43568008/ 8000
Fax
+91 22 43568110, 43568111
Launch Date
January 22, 2019
Custodian
Citibank NA
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW?

A: The latest NAV of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW is ₹ .

Q: What type of mutual fund is Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW?

A: Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW is a 'Hybrid - Debt-oriented Conservative' 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 - Savings Plan - IDCW?

A: The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW is 2.27%, which impacts overall returns.

Q: Who manages Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW?

A: Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW is managed by Mr. Atul Penkar, who oversees investment strategy and portfolio decisions.

Q: Is Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW a good investment?

A: Aditya Birla Sun Life Bal Bhavishya Yojna - Savings 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 - Savings Plan - IDCW?

A: The exit load of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW is Nil, applicable if redeemed within the specified period.

Q: How is Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

Close

Add Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan to your Watchlist

Alert me if price...
Close

Add Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback