Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Medium
Risk
Solution Oriented
Children Fund
+
9.92
%
9.92
%
3Y annualised
+
0.23
%
0.23
%
1D
1M
6M
1Y
3Y
All
Fund size
931
NAV:
Mar 7, 2024
17.33
Sector
Tech
Type
Solution_oriented
Launched
Feb 2019
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
6.1
%
Infosys Ltd
5.42
%
HDFC Bank Ltd
4.98
%
Reliance Industries Ltd
4.66
%
Larsen & Toubro Ltd
3.80
%
Bharti Airtel Ltd
3.02
%
Fortis Healthcare Ltd
2.41
%
Oil & Natural Gas Corp Ltd
2.27
%
Tata Motors Ltd
2.04
%
Maruti Suzuki India Ltd
1.98
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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