Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Childrens Fund |
| Launch Date: 05-02-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.15% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,187.39 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 0.32% | Exit Load: Nil |
20.4
0 (0.0%)
10.17%
Benchmark: 12.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
he investment objective of the scheme 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.38 |
| Sharpe Ratio | 0.5 |
| Alpha | -1.19 |
| Beta | 0.96 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 4.99 | 3.4 | 12.12 | 9.24 | - |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.85%
Others
2.48%
Large Cap
49.66%
Mid Cap
17.01%
