Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan Add to compare
11.07
-0.11
(-0.98%)
1 day change as on 14 Feb 2020
Investment Objective: 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.The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 199.12
Investment Plan Exit Load Minimum Investment (Rs.)
Growth Nil 1000
Launch Date Fund Manager Last Dividend
05-02-2019 Ajay Garg,Pranay Sinha 0.00
Benchmark Email / Website Bonus
S&P BSE 200 TRI connect@birlasunlife.com / www.birlasunlife.com
AMC Name
Aditya Birla Sun Life Asset Management Company Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Aditya Birla Sun Life Bal Bhavishya Yojna - Wealth Plan 229.62 1.19 5.33 13.77 11.40 -- -- 10.43
Axis Childrens Gift Fund 469.72 1.50 4.10 12.74 20.04 11.19 -- 9.79
LIC MF Childrens Gift Fund 12.42 -1.27 2.10 10.86 16.84 4.36 4.46 3.47
UTI CCF - Investment Plan 334.57 0.10 6.05 16.32 15.13 10.37 7.69 8.97
ICICI Prudential Child Care Fund (Gift Plan) 666.60 0.70 6.02 10.38 14.27 8.41 7.20 15.75
Tata Young Citizens Fund 187.26 -0.76 2.47 9.99 11.15 4.96 4.86 12.03
Top 10 Holdings
Company Name Sector Name Asset %
Reliance Industries Ltd. Energy 8.21
Housing Development Finance Corporation Ltd. Financial Services 8.18
Honeywell Automation India Ltd. Industrial Manufacturing 7.5
Pfizer Ltd. Pharma 6.89
Glaxo Smithkline Pharmaceuticals Ltd. Pharma 5.66
 
Company Name Sector Name Asset %
CBLO(CCIL) Current Assets 5.53
Gillette India Ltd. Consumer Goods 5.17
Bayer Cropscience Ltd. Fertilisers & Pesticides 4.98
Larsen & Toubro Ltd. Construction 3.95
Kotak Mahindra Bank Ltd. Financial Services 3.69
AUM Movement
Asset Allocation