NRI from all over the world (including U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹17.47
-3.53%
NAV as on 16 Jan 25, 12:00 AM
very high risk
children
equity
NAV as on 16 Jan 25, 12:00 AM
very high risk
children
equity
14.98%p.a.
Last 1Y
12.54%p.a.
Last 3Y
12.43%p.a.
Last 5Y
12.06%p.a.
Since Inception
About Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl scheme from Aditya Birla Sun Life AMC Ltd. It is a Children mutual fund scheme that predominantly invests in Children stocks of companies. Launched on Feb 2019, Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl is Children fund of its category with 1,087.24 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Children funds.
- Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl delivered 15.0% annual returns during the last year. It has delivered 12.1% average annual returns since the fund was launched.
- Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
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.
Top 10 Holdings
ICICI Bank Ltd
6.46%
Infosys Ltd
5.15%
HDFC Bank Ltd
4.97%
Reliance Industries Ltd
3.93%
Larsen & Toubro Ltd
3.49%
Axis Bank Ltd
2.99%
Bharti Airtel Ltd
2.50%
Mahindra & Mahindra Ltd
2.08%
Welspun Corp Ltd
2.05%
Maruti Suzuki India Ltd
2.02%
Fund Managers
- Chanchal Khandelwal (Oct 2024 - Present)
- Harshil Suvarnkar (Mar 2021 - Present)
- Dhaval Joshi (Nov 2022 - Present)
Key Information
View Scheme Document
Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Aditya Birla Sun Life Bal Bhavishya Yojna Payout Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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