Investment Returns (CAGR)
1 yr.
11.59%
3 yr.
19.29%
5 yr.
16.42%
Since Inception.
17.80%
Fund Size (Rs.)
NA
Exit Load
Nil
Scheme Type
5
ISIN
INF209KB1F26
Expense Ratio
0.97%
Minimum SIP (Rs.)
-
Launch Date
11 Feb 2019
Fund House
Aditya Birla Sun Life AMC Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
5
ISIN
INF209KB1F26
Expense Ratio
0.97%
Minimum SIP (Rs.)
-
Launch Date
11 Feb 2019
Fund House
Aditya Birla Sun Life AMC Limited
Exit Load
Nil
1 yr. 11.59%
3 yr. 19.29%
5 yr. 16.42%
Since Inception. 17.80%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.

