Aditya Birla Sun Life Bal Bhavishya Yojna Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Aditya Birla Sun Life Bal Bhavishya Yojna Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹1,197 Cr

Lock In Period

N/A

Expense Ratio

2.28

Exit Load

Nil

Benchmark

BSE 200 Total Return

Aditya Birla Sun Life Bal Bhavishya Yojna Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.39-0.273.94
6M-1.511.7217.42
1Y-4.773.3739.64
3Y8.9312.55122.39

Portfolio Analysis

  • Equity: 98.48%
  • Debt: 1.49%
  • Others
As on: 2026-09-30
View allocation % by

1. ICICI Bank Ltd.5.74%
2. HDFC Bank Ltd.3.56%
3. Axis Bank Ltd.2.77%
4. IndusInd Bank Ltd.1.10%
5. Kotak Mahindra Bank Ltd.1.04%

1. Infosys Ltd.2.29%
2. Tech Mahindra Ltd.1.78%
3. Rentomojo Ltd.1.29%
4. LTM Ltd.1.01%
5. KPIT Technologies Ltd.0.83%
6. Persistent Systems Ltd.0.77%
7. Cyient Ltd.0.73%

1. Meesho Ltd.2.59%
2. Eternal Ltd.2.07%
3. FSN E-Commerce Ventures Ltd.0.80%

1. Torrent Pharmaceuticals Ltd.1.56%
2. Emcure Pharmaceuticals Ltd.1.15%
3. Jubilant Pharmova Ltd.0.90%

1. Reliance Industries Ltd.3.28%

1. Hindalco Industries Ltd.2.04%
2. Vedanta Aluminium Metal Ltd.1.22%

1. Shriram Finance Ltd.1.97%
2. Bajaj Finance Ltd.1.11%

1. Rainbow Children's Medicare Ltd.1.59%
2. Thyrocare Technologies Ltd.1.34%

1. Grasim Industries Ltd.1.70%
2. Ambuja Cements Ltd.1.02%

1. One 97 Communications Ltd.1.47%
2. PB Fintech Ltd.1.18%

1. Bharti Airtel Ltd.2.45%

1. UPL Ltd.1.21%
2. Sumitomo Chemical India Ltd.1.20%

1. Kfin Technologies Ltd.1.40%
2. Max Financial Services Ltd.0.97%

1. State Bank of India2.06%

1. Welspun Corp Ltd.2.04%

1. Samvardhana Motherson International Ltd.1.86%

1. Bharat Heavy Electricals Ltd.1.74%

1. Inventurus Knowledge Solutions Ltd.1.71%

1. Bikaji Foods International Ltd.1.62%

1. GMR Airports Ltd.1.61%

1. Mahindra & Mahindra Ltd.1.59%

1. Trent Ltd.1.58%

1. Larsen & Toubro Ltd.1.57%

1. Arvind Ltd.1.53%

1. Godrej Consumer Products Ltd.0.89%
2. Honasa Consumer Ltd.0.64%

1. Varun Beverages Ltd.1.37%

1. Dixon Technologies (India) Ltd.1.30%

1. Wheels India Ltd.1.27%

1. Container Corporation of India Ltd.1.23%

1. Balrampur Chini Mills Ltd.1.22%

1. Timken India Ltd.1.22%

1. SPR Auto Technologies Ltd.1.19%

1. Jindal Steel Ltd.1.18%

1. Hindustan Aeronautics Ltd.1.17%

1. SBI Life Insurance Co. Ltd.1.13%

1. Adani Ports and Special Economic Zone Ltd.1.13%

1. V-Guard Industries Ltd.1.12%

1. Minda Corporation Ltd.1.06%

1. Greenply Industries Ltd.1.05%

1. Tata Motors Ltd.1.02%
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About Fund Aditya Birla Sun Life Bal Bhavishya Yojna Growth

Aditya Birla Sun Life Bal Bhavishya Yojna Growth managed by Aditya Birla Sun Life Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹1,197 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.28. Under the expert guidance of Chanchal Khandelwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chanchal Khandelwal

Ms. Chanchal Khandelwal has done B.Com.(H) from Shri Ram College of Commerce (Delhi) and MBA(Finance) from Xavier Institute of Management, Bhubaneshwar. Prior to joining BSLAMC,he has worked with Aditya Birla Retail Limited(February 2007- May 2008) and Aditya Birla Management Corporation Ltd. (December 2005- February 2007).

Peer Comparison

Aditya Birla Sun Life Bal Bhavishya Yojna Growth FAQs

Aditya Birla Sun Life Bal Bhavishya Yojna Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna Growth is 2.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Aditya Birla Sun Life Bal Bhavishya Yojna Growth’s fund performance is as follows:
  • 1 Month : -2.39%
  • 6 Months : -1.51%
  • 1 Year : -4.77%
  • 3 Years : 8.93%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 19.58 as on Oct 30,2026. Since inception, the return has been 29.24%.

You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Aditya Birla Sun Life Bal Bhavishya Yojna Growth is ₹1,197 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Bal Bhavishya Yojna Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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