ADITYA BIRLA SL BAL BHAVISHYA YOJNA-REG(G)

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

ADITYA BIRLA SL BAL BHAVISHYA YOJNA-REG(G)

market linked 30.99 % - -

BenchMark : S&P BSE 200 - TRI

BenchMark Return 56.58 23.30 16.97

Value of Rs. 1,00,000 Invested

current value 130990 - -
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.
Category Mutual Fund>Equity>Hybrid
Fund Type Open Ended
Fund Manager Ajay Garg
Minimum Amount for Lumpsum Investment (Rs.) 1000
Minimum Amount for SIP Investment (Rs.)
Nav Date 25/10/2021
Nav 14.01
AUM (Cr.) 507.40
AUM Date 30/09/2021
Expense Ratio Currently 3
Expense Ratio Date Currently 28/09/2020
Modified Duration(Yrs) -
Modified Duration Date(Yrs) -
YTM -
YTM Date -
Entry Load Nil
Exit Load Nil
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.
No record found