Aditya Birla Sun Life Bal Bhavishya Yojna Growth Return

  • 1M
  • 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)

₹1,266 Cr

Lock In Period

N/A

Expense Ratio

2.27

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-3.89-0.693.94
6M10.522.2231.70
1Y3.693.7439.64
3Y9.5410.53148.95

Portfolio Analysis

  • Equity: 93.89%
  • Debt: 6.10%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.5.97%
2. HDFC Bank Ltd.3.37%
3. Axis Bank Ltd.2.78%
4. IndusInd Bank Ltd.1.18%
5. Kotak Mahindra Bank Ltd.0.99%

1. Infosys Ltd.2.47%
2. Tech Mahindra Ltd.1.80%
3. LTM Ltd.1.08%
4. KPIT Technologies Ltd.0.92%
5. Persistent Systems Ltd.0.77%
6. Cyient Ltd.0.74%

1. Meesho Ltd.2.21%
2. Eternal Ltd.2.01%
3. FSN E-Commerce Ventures Ltd.0.83%

1. Shriram Finance Ltd.2.10%
2. Mas Financial Services Ltd.1.22%
3. Bajaj Finance Ltd.1.16%

1. Reliance Industries Ltd.3.34%

1. Torrent Pharmaceuticals Ltd.1.56%
2. Emcure Pharmaceuticals Ltd.1.04%
3. Jubilant Pharmova Ltd.0.73%

1. Hindalco Industries Ltd.2.08%
2. Vedanta Aluminium Metal Ltd.1.22%

1. Rainbow Children's Medicare Ltd.1.61%
2. Thyrocare Technologies Ltd.1.43%

1. One 97 Communications Ltd.1.42%
2. PB Fintech Ltd.1.33%

1. Kfin Technologies Ltd.1.53%
2. Max Financial Services Ltd.1.06%

1. Sumitomo Chemical India Ltd.1.35%
2. UPL Ltd.1.19%

1. Grasim Industries Ltd.1.42%
2. Ambuja Cements Ltd.1.03%

1. Bharti Airtel Ltd.2.39%

1. State Bank of India2.16%

1. Dabur India Ltd.1.20%
2. Godrej Consumer Products Ltd.0.89%

1. Welspun Corp Ltd.2.08%

1. Samvardhana Motherson International Ltd.1.84%

1. Bikaji Foods International Ltd.1.84%

1. Mahindra & Mahindra Ltd.1.67%

1. Trent Ltd.1.64%

1. Inventurus Knowledge Solutions Ltd.1.61%

1. Larsen & Toubro Ltd.1.60%

1. Arvind Ltd.1.48%

1. Bharat Heavy Electricals Ltd.1.40%

1. Dixon Technologies (India) Ltd.1.39%

1. Container Corporation of India Ltd.1.33%

1. V-Guard Industries Ltd.1.23%

1. Varun Beverages Ltd.1.20%

1. Jindal Steel Ltd.1.18%

1. Hindustan Aeronautics Ltd.1.14%

1. Timken India Ltd.1.12%

1. Tata Motors Ltd.1.08%

1. Minda Corporation Ltd.1.03%
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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 ₹1,266 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.27. 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
Quant Multi Cap Fund Growth17,724 CR2.08
PGIM India Flexi Cap Fund Growth15,963 CR2.12
Aditya Birla Sun Life Bal Bhavishya Yojna Growth01,266 CR2.27
Kotak Gold ETF Growth014,989 CR0.52
Fund Name1Y3Y
This FundQuant Multi Cap Fund Growth6.320829.9421
This FundPGIM India Flexi Cap Fund Growth-0.109930.4052
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth3.694331.4304
This FundKotak Gold ETF Growth32.6416148.9491

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 2.27. 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 : -3.89%
  • 6 Months : 10.52%
  • 1 Year : 3.69%
  • 3 Years : 9.54%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 20.21 as on Sep 28,2026. Since inception, the return has been 31.43%.

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 ₹1,266 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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