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Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular Idcw Reinvestment

Hybrid | Solution Oriented - Children's Fund

(NAV as of 15/04/2024)
17.55 (-0.96)

3Y Returns

11.89%

Min SIP

500

Min Lumpsum

1000

Expense Ratio

2.43%

Fund Size

622 Cr

Inception Date

11-Feb-19

Fund Manager

Atul Penkar

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

98.87%

Debt & Others

1.13%

Market Cap Allocation

Large Cap

59.95%

Mid Cap

27.26%

Small Cap

10.81%

Other Cap

1.98%

Sector Allocation

Banks

20.53%

Automobiles

7.72%

Internet and Technology

6.36%

Industrial Products

5.61%

Cement

5.40%

Top Ten Holdings

ICICI Bank Ltd

5.99%

Infosys Ltd

5.41%

HDFC Bank Ltd

5.22%

Reliance Industries Ltd

4.58%

Larsen & Toubro Ltd

3.82%

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.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.