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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹790 Cr
Lock In Period
5 Years
Expense Ratio
2.18
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Exit Load
Nil
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Growth Review
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Portfolio Analysis
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- Others
As on: 2023-07-31
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About Fund
Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹790 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 2.18. Under the expert guidance of Atul Penkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth’s fund performance is as follows:
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You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth is ₹790 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500