Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth
Equity
Flexi Cap
₹-0.47% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
2 - Minimum Investment₹1000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1243 Cr
- Created on1 Feb 2019
Fund Ranking
#31
/ 51 in Flexi Cap
Risk Level
Very High
Very High
Loading...
Returns
Trailing Return
Rolling Return
- 6 Month8.4%
- 1 Year7.9%
- 3 Year (CAGR)10.8%
- All Time (CAGR)10.4%
Category Return
- 6 Month5.1%
- 1 Year4.8%
- 3 Year (CAGR)11.7%
- All Time (CAGR)15.3%
Asset Allocation
- Equity97.3%
- Other2.7%
Top 5 Holdings
Top 5 Sectors
- Arvind1.03%
- Bajaj Finance1.27%
- Balrampur Chini Mills0.74%
- Bharat Bijlee0.41%
- Bharat Heavy Electricals1.31%
Fund Information
- Expense Ratio2.27%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Managed By
Atul Penkar
Dec 2021 - Present
Harshil Suvarnkar
March 2021 - Present
Dhaval Joshi
Nov 2022 - Present
Chanchal Khandelwal
Oct 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.41 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 15.12 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. -0.41 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.96