Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan has delivered 71.91% absolute return over the last 5 years.
The average return for Children funds is 89.74% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 6.01% .
The fund currently owns more than 69 stocks.
The top 10 holdings account for 29.14% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 14.23% | 0.79% |
| 2 Year Return | 35.69% | 17.26% |
| 3 Year Return | 59.23% | 37.82% |
| 4 Year Return | 108.13% | 57.89% |
| 5 Year Return | 114.33% | 89.74% |
| 6 Year Return | N/A | 75.86% |
| 7 Year Return | N/A | 91.54% |
| Expense Ratio | 0.81% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
6.01%
|
|
| 2 | Finance - Banks - Private Sector |
3.62%
|
|
| 3 | Energy |
3.48%
|
|
| 4 | Financials |
2.68%
|
|
| 5 | Communication Services |
2.66%
|
|
| 6 | Information Technology |
2.51%
|
|
| 7 | Financials |
2.13%
|
|
| 8 | Materials |
2.04%
|
|
| 9 | Non-Banking Financial Company (NBFC) |
2.02%
|
|
| 10 | E-Commerce/E-Retail |
1.99%
|
|
| 11 | Materials |
1.99%
|
|
| 12 | E-Commerce/E-Retail |
1.89%
|
AMC: BirlaSunLife
Category: Solution Oriented • Children
Launch Date: 22 Jan 2019
Fund Manager: Ms. Chanchal Khandelwal
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Aditya Birla Sun Life Bal Bhavishya Yojna - Direct Plan is managed by BirlaSunLife and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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