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Absl Bal Bhavishya Yojna Wealth Plan

Absl Bal Bhavishya Yojna Wealth Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.25

as on 24 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,660 today.

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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

  • ₹ 12.290

    as on 24 May 2022
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 520 Cr.

    as on 31 Dec 2021
  • 2.61%

  • 11 Feb 2019

  • Debt - Childrens Fund

  • Nifty 500 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 ₹ 12.290 as on 24 May 2022.

This fund has 3 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.61%. Ideally you shoulds compare this fund with the benchmark Nifty 500 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 -0.36% -1.77% 0.28% -1.21% 10.22% 24.05% 11.32% 10.70% 13.06% 3.28% 12.00% 12.36% 10.60% 11.40%
Category Average -0.68% -5.07% -1.96% -8.06% 3.88% 21.10% 8.68% 8.66% 11.35% -7.55% 7.79% 9.90% 9.32% 9.97%
Absl Bal Bhavishya Yojna Wealth Plan -0.41%₹ 9,959 -7.39%₹ 9,261 -1.68%₹ 9,832 -12.09%₹ 8,791 -3.38%₹ 9,661 -14.31%₹ 11,053 18.87%₹ 14,142 1.75%₹ 24,437 5.25%₹ 11,660 5.74%₹ 39,274 - - - -
Axis Childrens Gift Fund - No LocK-in -0.81%₹ 9,919 -7.00%₹ 9,299 -4.44%₹ 9,555 -11.69%₹ 8,831 4.50%₹ 10,449 -11.18%₹ 11,264 23.72%₹ 15,324 8.41%₹ 26,126 11.32%₹ 13,798 11.32%₹ 42,643 10.70%₹ 16,627 10.60%₹ 78,326 - -
SBI Magnum Children's Benefit Fund -0.36%₹ 9,964 -1.77%₹ 9,823 0.28%₹ 10,027 -1.21%₹ 9,878 10.22%₹ 11,021 3.28%₹ 12,211 17.91%₹ 13,916 12.00%₹ 27,054 10.22%₹ 13,391 12.36%₹ 43,294 9.59%₹ 15,810 9.90%₹ 76,970 11.93%₹ 30,875 11.40%₹ 2,16,968
ICICI Prudential Child Care Fund (Gift Plan) -1.40%₹ 9,860 -4.30%₹ 9,569 -2.10%₹ 9,789 -6.88%₹ 9,311 6.33%₹ 10,632 -5.59%₹ 11,636 24.05%₹ 15,405 10.92%₹ 26,774 8.48%₹ 12,768 11.71%₹ 42,885 8.47%₹ 15,020 9.41%₹ 76,024 13.06%₹ 34,160 10.95%₹ 2,11,839
LIC Childrens Gift Fund -0.44%₹ 9,956 -4.91%₹ 9,508 -1.87%₹ 9,813 -8.40%₹ 9,159 1.74%₹ 10,174 -9.96%₹ 11,346 20.96%₹ 14,646 5.85%₹ 25,472 8.15%₹ 12,652 8.39%₹ 40,854 5.89%₹ 13,312 7.38%₹ 72,272 9.06%₹ 23,818 7.55%₹ 1,77,084
HDFC Children's Gift Fund - - - - - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Absl Bal Bhavishya Yojna Wealth Plan as on 25 May 2022 are listed below:

  • Equity Holdings:

    98.27%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.70%

Top Sector Holdings of Absl Bal Bhavishya Yojna Wealth Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.95% ₹ 79.85 Cr.
Pharmaceuticals 13.12% ₹ 70.10 Cr.
Refineries/Marketing 7.99% ₹ 42.69 Cr.
Industrial electronics 7.80% ₹ 41.65 Cr.
Housing Finance 6.66% ₹ 35.58 Cr.
Others 49.48% -

Top Stock Holdings of Absl Bal Bhavishya Yojna Wealth Plan

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.99% ₹ 42.69 Cr.
Honeywell Automation India Ltd. 7.80% ₹ 41.65 Cr.
Housing Development Finance Corporation Ltd. 6.66% ₹ 35.58 Cr.
Pfizer Ltd. 6.50% ₹ 34.71 Cr.
Kotak Mahindra Bank Ltd. 5.67% ₹ 30.28 Cr.
Others 65.38% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.93%
Net Receivables -0.23%