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Absl Bal Bhavishya Yojna Wealth Plan

Absl Bal Bhavishya Yojna Wealth Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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NAV Performance

Absl Bal Bhavishya Yojna Wealth Plan performance graph for last 3 years
Performance of Absl Bal Bhavishya Yojna Wealth Plan for last 3 Years

Fund Information

  • ₹ 14.050

    as on 20 Oct 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 447 Cr.

    as on 20 Oct 2021
  • 2.68%

    since 31 May 2021
  • 11 Feb 2019

  • Debt - Childrens Fund

  • S&P BSE 200 TRI

  • Aditya Birla Sun Life Mutual Fund

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Highlights of this fund

Absl Bal Bhavishya Yojna Wealth Plan is an Open-ended Debt Fund. The fund belongs to Childrens Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 11 Feb 2019. This fund is offered by one of the top AMC (Assets Management Company) Aditya Birla Sun Life Mutual Fund. You can also view here all other Debt funds offered by Aditya Birla Sun Life Mutual Fund.

Latest NAV of the fund is ₹ 14.050 as on 20 Oct 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 2.68%. Ideally you shoulds compare this fund with the benchmark S&P BSE 200 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund 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.

List of Fund Managers of Absl Bal Bhavishya Yojna Wealth Plan

  • About Ajay Garg

    Picture of Ajay GargAjay has over 17 years of work experience in financial services. Prior to joining BSLAMC, he worked with Birla Sun Life Securities Ltd.He is a B.E. (Electronics) and an MBA in Finance.
  • About Harshil Suvarnkar

    Picture of Harshil  Suvarnkar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.92% 2.77% 12.18% 24.40% 44.33% 21.79% 20.50% 13.84% 14.03% 42.16% 34.43% 26.26% 18.40% 13.86%
Category Average -0.29% 2.05% 8.65% 18.32% 35.50% 17.89% 15.92% 10.97% 12.18% 31.95% 27.71% 21.26% 14.71% 12.40%
Absl Bal Bhavishya Yojna Wealth Plan -1.06%₹ 9,894 1.15%₹ 10,115 6.12%₹ 10,611 14.23%₹ 11,422 31.80%₹ 13,180 24.64%₹ 13,543 16.55%₹ 13,601 24.75%₹ 30,459 - - - - - -
Axis Childrens Gift Fund - No LocK-in -1.26%₹ 9,874 2.77%₹ 10,277 12.18%₹ 11,218 24.40%₹ 12,439 44.33%₹ 14,433 42.16%₹ 14,585 21.79%₹ 14,856 34.43%₹ 33,135 20.50%₹ 17,515 26.26%₹ 52,632 13.84%₹ 19,128 18.40%₹ 94,948 - -
LIC Childrens Gift Fund 0.28%₹ 10,027 2.54%₹ 10,253 10.95%₹ 11,095 19.69%₹ 11,968 34.50%₹ 13,449 32.31%₹ 14,004 17.10%₹ 13,731 28.26%₹ 31,421 16.84%₹ 15,965 21.42%₹ 49,247 8.40%₹ 14,971 13.73%₹ 84,660 10.09%₹ 26,162 10.80%₹ 2,10,294
ICICI Prudential Child Care Fund (Gift Plan) 0.92%₹ 10,092 2.17%₹ 10,217 11.26%₹ 11,125 20.16%₹ 12,015 40.86%₹ 14,086 36.88%₹ 14,275 18.79%₹ 14,130 30.24%₹ 31,967 14.99%₹ 15,214 21.39%₹ 49,229 10.79%₹ 16,698 14.68%₹ 86,659 14.03%₹ 37,200 13.86%₹ 2,47,593
SBI Magnum Children's Benefit Fund -0.33%₹ 9,966 1.61%₹ 10,161 2.75%₹ 10,274 13.11%₹ 11,311 26.02%₹ 12,601 23.77%₹ 13,490 15.23%₹ 13,292 20.85%₹ 29,404 11.37%₹ 13,819 15.95%₹ 45,596 10.85%₹ 16,743 12.01%₹ 81,140 12.43%₹ 32,296 12.54%₹ 2,30,685
UTI Childrens Career Fund - - - - - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Absl Bal Bhavishya Yojna Wealth Plan as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    99.41%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.60%

Top Sector Holdings of Absl Bal Bhavishya Yojna Wealth Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.94% ₹ 71.36 Cr.
Pharmaceuticals 13.94% ₹ 62.38 Cr.
Housing Finance 8.16% ₹ 36.51 Cr.
Industrial electronics 8.01% ₹ 35.82 Cr.
Refineries/Marketing 6.92% ₹ 30.96 Cr.
Others 47.03% -

Top Stock Holdings of Absl Bal Bhavishya Yojna Wealth Plan

Name of StocksHolding PercentageHolding Values in Crore
Housing Development Finance Corporation Ltd. 8.16% ₹ 36.51 Cr.
Honeywell Automation India Ltd. 8.01% ₹ 35.82 Cr.
Pfizer Ltd. 7.55% ₹ 33.77 Cr.
Reliance Industries Ltd. - Partly Paid 6.92% ₹ 30.96 Cr.
Bayer Cropscience Ltd. 6.14% ₹ 27.45 Cr.
Others 63.22% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.97%
Net Receivables -0.37%