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- Aditya Birla Sun Life Bal Bhavishya Yojna Idcw Direct Plan
Aditya Birla Sun Life Bal Bhavishya Yojna Idcw Direct Plan
NAV (Apr 26,2024)
Aditya Birla Sun Life Bal Bhavishya Yojna - IDCW - Direct Plan is a financial scheme that provides investment opportunities for parents to secure their child's future. With a minimum investment of Rs. 1000, this plan offers a lock-in period of 5 years. As of the established date of February 11, 2019, the scheme has an average expense ratio of 0.71% and an AUM of Rs. 908.67 crore. Invest in this plan to provide financial security and growth for your child's future.
Aditya Birla Sun Life Bal Bhavishya Yojna Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Aditya Birla Sun Life Bal Bhavishya Yojna Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio0
- P/B Ratio0
- Alpha-0.01
- Beta0.96
- Sharpe0.15
- Sortino0.23
Fund Overview
0.71%
0%
No Lock-in
₹ 908.67 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,751.1 (7.51%) | ₹ 12,060.27 (20.60%) | ₹ 13,780.74 (37.81%) | ₹ 15,178.02 (51.78%) | ₹ 18,344.25 (83.44%) |
₹ 30,000 | ₹ 32,253.3 (7.51%) | ₹ 36,180.81 (20.60%) | ₹ 41,342.22 (37.81%) | ₹ 45,534.06 (51.78%) | ₹ 55,032.75 (83.44%) |
₹ 50,000 | ₹ 53,755.5 (7.51%) | ₹ 60,301.35 (20.60%) | ₹ 68,903.7 (37.81%) | ₹ 75,890.1 (51.78%) | ₹ 91,721.25 (83.44%) |
₹ 80,000 | ₹ 86,008.8 (7.51%) | ₹ 96,482.16 (20.60%) | ₹ 1,10,245.92 (37.81%) | ₹ 1,21,424.16 (51.78%) | ₹ 1,46,754 (83.44%) |
₹ 1,00,000 | ₹ 1,07,511 (7.51%) | ₹ 1,20,602.7 (20.60%) | ₹ 1,37,807.4 (37.81%) | ₹ 1,51,780.2 (51.78%) | ₹ 1,83,442.5 (83.44%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited6.63%
- HDFC Bank Limited6.22%
- Infosys Limited4.68%
- Reliance Industries Limited4.23%
- Clearing Corporation of India Limited4.12%
- Larsen & Toubro Limited3.41%
- Bharti Airtel Limited2.84%
- Fortis Healthcare Limited2.54%
- Tata Motors Limited2.02%
- Maruti Suzuki India Limited1.86%
- TIMKEN INDIA LTD1.68%
- State Bank of India1.64%
- Manappuram Finance Limited1.61%
- FSN E Commerce Ventures Limited1.56%
- IndusInd Bank Limited1.56%
- IDFC First Bank Limited1.53%
- Axis Bank Limited1.53%
- SAMHI Hotels Ltd1.48%
- United Spirits Limited1.45%
- Mahindra & Mahindra Limited1.45%
- V Guard Industries Limited1.45%
- UltraTech Cement Limited1.43%
- Info Edge India Limited1.41%
- Phoenix Mills Limited1.41%
- Bharat Forge Limited1.39%
- Tata Steel Limited1.38%
- The Ramco Cements Limited1.36%
- Ambuja Cements Limited1.29%
- Bajaj Finance Limited1.29%
- Gokaldas Exports Ltd1.28%
- ITC Limited1.27%
- Samvardhana Motherson International Limited1.26%
- Titan Company Limited1.26%
- GMM Pfaudler Limited1.25%
- REC Limited1.25%
- Ashok Leyland Limited1.25%
- Chalet Hotels Limited1.23%
- Sun Pharmaceutical Industries Limited1.22%
- Mahindra & Mahindra Financial Services Limited1.11%
- Star Health & Allied Insurance Limited1.10%
- Sunteck Realty Limited1.09%
- Zee Entertainment Enterprises Limited1.09%
- Shoppers Stop Limited1.07%
- INOX India Ltd1.03%
- InterGlobe Aviation Limited1.01%
- TD Power Systems Limited1.00%
- Bank of India0.99%
- Zomato Limited0.99%
- Go Fashion India Limited0.97%
- Clean Science & Technology Limited0.97%
- Tata Consultancy Services Limited0.96%
- Ashoka Buildcon Limited0.95%
- Devyani International Limited0.95%
- Kotak Mahindra Bank Limited0.94%
- Britannia Industries Limited0.93%
- Motherson Sumi Wiring India Limited0.91%
- Dalmia Bharat Limited0.88%
- Navin Fluorine International Limited0.87%
- Bank of Baroda0.76%
- SBFC Finance Ltd0.67%
- VIP Industries Limited0.66%
- Honeywell Automation India Limited0.46%
- Net Receivables Payables-0.08%
- Bank - Private18.41%
- IT - Software5.64%
- Refineries4.23%
- Miscellaneous4.04%
- Finance - NBFC4.01%
- Bank - Public3.40%
- e-Commerce2.54%
- Electric Equipment2.45%
- Retailing2.05%
- Consumer Food1.88%
- Chemicals1.85%
- Bearings1.68%
- BPO/ITeS1.41%
- Forgings1.39%
- Textile1.28%
- Cigarettes/Tobacco1.27%
- Auto Ancillary1.26%
- Diamond & Jewellery1.26%
- Finance Term Lending1.25%
- Insurance1.10%
- Airlines1.01%
- Finance - Others0.67%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 47.51% |
HDFC Children's Gift Fund | OTHER | Very High | 31.08% |
Tata Young Citizen Fund | OTHER | Very High | 25.62% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 22.54% |
UTI Children's Hybrid Fund | OTHER | High | 19.51% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 15.62% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 15.07% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 43.25% |
Tata Young Citizen Fund | OTHER | Very High | 32.82% |
HDFC Children's Gift Fund | OTHER | Very High | 27.82% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 25.69% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 18.20% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 17.26% |
UTI Children's Hybrid Fund | OTHER | High | 16.03% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 20.16% |
HDFC Children's Gift Fund | OTHER | Very High | 19.49% |
Tata Young Citizen Fund | OTHER | Very High | 18.18% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 12.82% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 11.26% |
UTI Children's Hybrid Fund | OTHER | High | 10.47% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 9.91% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Tata Young Citizen Fund | OTHER | Very High | 17.03% |
HDFC Children's Gift Fund | OTHER | Very High | 16.62% |
ICICI Prudential Child Care Fund - Gift Plan | OTHER | Very High | 15.01% |
LIC MF Children's Gift Fund - Growth | OTHER | Very High | 12.19% |
Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth | OTHER | High | 11.53% |
SBI Magnum Children's Benefit Fund - Savings Plan | OTHER | Moderately High | 10.78% |
UTI Children's Hybrid Fund | OTHER | High | 9.29% |
Fund Managers
Mr. Atul PenkarFund Manager/Analyst
Mr. Atul Penkar has more than 9 years Of experience in Research
Mr. Harshil SuvarnkarFund Manager - Fixed Income
Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.
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