ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA WEALTH PLAN REGULAR GROWTH

NORMAL RISK
Equity
Equity: Flexi Cap
6M returns
16.21 %
Current NAV
18.35
1M3M6M1Y3Y5YALL
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Min. SIP
1000
AUM
₹ 988.0 Cr

Return Calculator

Amount per month1,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
12,000

Investment distribution

Others6.6 %
ICICI Bank6.6 %
HDFC Bank6.0 %
Infosys4.7 %
Reliance Industries4.1 %
Larsen & Toubro3.2 %

Fund Manager

AP
Atul Penkar
HS
Harshil Suvarnkar
DJ
Dhaval Joshi

Fund Information

Launched
12 Feb 2019(5 years ago)
Expense ratio2.25%
Exit Load
Benchmark index
NIFTY 500 TRI100%

Fund Objective

The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.

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