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Aditya Birla Sun Life Bal Bhavishya Yojna Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,175 Cr

Lock In Period

N/A

Expense Ratio

2.16

Exit Load

Nil

Benchmark

BSE 200 Total Return

Summary

Aditya Birla Sun Life Bal Bhavishya Yojna Growth NAV is ₹19.97 as of 25 May, 2026. Aditya Birla Sun Life Bal Bhavishya Yojna Growth has delivered 44.44% returns since its launch. The minimum SIP investment amount in Aditya Birla Sun Life Bal Bhavishya Yojna Growth is ₹500. The AUM of Aditya Birla Sun Life Bal Bhavishya Yojna Growth is ₹1,175 Cr. The expense ratio of the fund is 2.16%, and its benchmark is BSE 200 Total Return. The current exit load of the fund is Nil. In the last 1M months, Aditya Birla Sun Life Bal Bhavishya Yojna Growth has delivered -1.04% returns.

Aditya Birla Sun Life Bal Bhavishya Yojna Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.04-1.403.94
6M-2.550.3627.99
1Y3.272.6463.65
3Y13.049.45154.64

Portfolio Analysis

  • Equity: 97.43%
  • Debt: 2.60%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited5.59%
2. HDFC Bank Limited3.95%
3. Axis Bank Limited2.92%
4. AU Small Finance Bank Limited1.80%
5. IndusInd Bank Limited1.14%
6. Kotak Mahindra Bank Limited0.98%

1. Infosys Limited2.78%
2. Tech Mahindra Limited1.76%
3. LTIMindtree Limited1.09%
4. Persistent Systems Limited0.71%
5. Cyient Limited0.68%

1. Shriram Finance Ltd1.91%
2. Mas Financial Services Limited1.18%
3. Bajaj Finance Limited1.10%

1. MEESHO LTD2.48%
2. Eternal Limited1.63%

1. Reliance Industries Limited4.03%

1. Emcure Pharmaceuticals Ltd1.43%
2. J.B. Chemicals & Pharmaceuticals Limited1.33%
3. Jubilant Pharmova Ltd0.83%
4. Divi's Laboratories Limited0.02%

1. Rainbow Childrens Medicare Limited1.54%
2. Thyrocare Technologies Limited0.95%
3. Aster DM Healthcare Limited0.89%

1. Hindalco Industries Limited2.30%
2. Vedanta Aluminium Metal Ltd.0.64%

1. Bharti Airtel Limited2.69%

1. UPL Limited1.46%
2. Sumitomo Chemical India Limited1.18%

1. Dabur India Limited1.50%
2. Godrej Consumer Products Limited1.13%

1. Ambuja Cements Limited1.23%
2. Grasim Industries Limited1.19%

1. Larsen & Toubro Limited2.39%

1. Century Plyboards (India) Limited1.36%
2. Greenply Industries Ltd0.95%

1. WELSPUN CORP LIMITED2.16%

1. State Bank of India2.11%

1. Inventurus Knowledge Solutions Ltd2.01%

1. Max Financial Services Limited1.15%
2. Kfin Technologies Ltd0.76%

1. V-Guard Industries Limited1.27%
2. Cello World Ltd0.59%

1. Mahindra & Mahindra Limited1.70%

1. Trent Limited1.70%

1. Varun Beverages Limited1.66%

1. SAMHI Hotels Ltd1.05%
2. Devyani International Limited0.57%

1. CESC Limited1.37%

1. Samvardhana Motherson International Limited1.20%

1. Dixon Technologies (India) Limited1.13%

1. Hindustan Aeronautics Limited1.11%

1. Adani Ports and Special Economic Zone Limited1.06%

1. Jindal Steel & Power Limited1.04%

1. Tata Chemicals Limited1.03%

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 ₹1,175 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.16. 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

Fund NameRatingsAUMExpense Ratio
Canara Robeco Flexi Cap Fund Growth413082.73 CR1.88
Union Flexi Cap Fund Growth12294.07 CR2.54
Aditya Birla Sun Life Bal Bhavishya Yojna Growth01175.44 CR2.16
Kotak Gold ETF Growth014339.53 CR0.52
Fund Name1Y3Y
This FundCanara Robeco Flexi Cap Fund Growth-0.196843.4921
This FundUnion Flexi Cap Fund Growth-0.804843.7737
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth3.27144.4444
This FundKotak Gold ETF Growth63.6486154.6429

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 2.16. 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 : -1.04%
  • 6 Months : -2.55%
  • 1 Year : 3.27%
  • 3 Years : 13.04%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 19.97 as on May 22,2026. Since inception, the return has been 44.44%.

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 ₹1,175 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.