ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - WEALTH PLAN - REGULAR - GROWTH

Product name Return type 1 yr(%) 3 yr(%) 5 yr(%)

ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - WEALTH PLAN - REGULAR - GROWTH

market linked -2.30 % - -

BenchMark : S&P BSE 200 TRI

BenchMark Return -6.40 3.86 6.33

Value of Rs. 1,00,000 Invested

current value 97700 - -
scheme 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.The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes objectives will be achieved.
Category Mutual Fund>Equity>Hybrid
Fund Type Open Ended
Fund Manager Ajay Garg, Pranay Sinha
Minimum Amount for Lumpsum Investment (Rs.) 1000
Minimum Amount for SIP Investment (Rs.)
Nav Date 07/07/2020
Nav 10.10
AUM (Cr.) 223.42
AUM Date 31/05/2020
Expense Ratio Currently 3
Expense Ratio Date Currently 03/07/2020
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load Nil
Exit Load Exit Load
Tax Treatment of Income
Tax Benefit on Investment
Withdrawal Anytime
Pros
Cons
Risk Factor All investments in mutual funds are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market and there can be no assurance that the fund's objectives will be achieved. Past performance of the Fund does not indicate the future performance of the Schemes of the Fund.
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