Aditya Birla Sun Life Bal Bhavishya Yojna Regular Payout Inc Dist cum Cap Wdrl
AllocationChildren
17.89
0.01(0.06%)
NAV as on 18 Dec, 2025
CAGR
13.38%
- AUM (Crs.)1,202.85
- Expense Ratio2.15 %
- Sharpe Ratio / Category Average0.53
- Standard Deviation / Category Average12.83
- Beta / Category Average-
- Portfolio Turnover / Category Average49.99 / 62.87
- Top 5 Stocks Wt.22.06
- Top 10 Stocks Wt.34.22
- Top 3 Sectors Wt.57.04
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryChanchal Khandelwal, Harshil Suvarnkar
- Launch Date12 Feb, 2019
- BenchmarkS&P BSE 500
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.
Riskometer
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