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)

₹1,243 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(%)
1M1.780.319.04
6M3.992.4325.87
1Y6.995.4353.05
3Y11.8314.85155.52

Portfolio Analysis

  • Equity: 97.29%
  • Debt: 2.68%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Ltd.6.00%
2. HDFC Bank Ltd.3.62%
3. Axis Bank Ltd.2.68%
4. AU Small Finance Bank Ltd.1.75%
5. IndusInd Bank Ltd.1.19%
6. Kotak Mahindra Bank Ltd.0.94%

1. Infosys Ltd.2.51%
2. Tech Mahindra Ltd.1.86%
3. LTM Ltd.1.05%
4. KPIT Technologies Ltd.0.96%
5. Persistent Systems Ltd.0.78%
6. Cyient Ltd.0.54%

1. Meesho Ltd.1.99%
2. Eternal Ltd.1.89%
3. FSN E-Commerce Ventures Ltd.0.80%

1. Shriram Finance Ltd.2.02%
2. Mas Financial Services Ltd.1.31%
3. Bajaj Finance Ltd.1.27%

1. Rainbow Children's Medicare Ltd.1.77%
2. Thyrocare Technologies Ltd.1.31%
3. Aster DM Quality Care Ltd.0.99%

1. Torrent Pharmaceuticals Ltd.1.61%
2. Emcure Pharmaceuticals Ltd.1.12%
3. Jubilant Pharmova Ltd.0.79%

1. Reliance Industries Ltd.3.48%

1. Hindalco Industries Ltd.2.04%
2. Vedanta Aluminium Metal Ltd.1.29%

1. Sumitomo Chemical India Ltd.1.36%
2. UPL Ltd.1.30%

1. Bharti Airtel Ltd.2.65%

1. Kfin Technologies Ltd.1.51%
2. Max Financial Services Ltd.1.03%

1. Dabur India Ltd.1.36%
2. Godrej Consumer Products Ltd.1.08%

1. Grasim Industries Ltd.1.25%
2. Ambuja Cements Ltd.1.13%

1. PB Fintech Ltd.1.16%
2. One 97 Communications Ltd.1.13%

1. Century Plyboards (India) Ltd.1.29%
2. Greenply Industries Ltd.0.96%

1. State Bank of India2.13%

1. Welspun Corp Ltd.1.99%

1. Mahindra & Mahindra Ltd.1.76%

1. Trent Ltd.1.75%

1. Inventurus Knowledge Solutions Ltd.1.75%

1. Samvardhana Motherson International Ltd.1.65%

1. Samhi Hotels Ltd.1.15%
2. Devyani International Ltd.0.50%

1. Larsen & Toubro Ltd.1.59%

1. Varun Beverages Ltd.1.35%

1. Dixon Technologies (India) Ltd.1.34%

1. Bharat Heavy Electricals Ltd.1.31%

1. V-Guard Industries Ltd.1.14%

1. Timken India Ltd.1.14%

1. Hindustan Aeronautics Ltd.1.12%

1. Jindal Steel Ltd.1.11%

1. Minda Corporation Ltd.1.03%

1. Arvind Ltd.1.03%

1. Adani Ports and Special Economic Zone Ltd.1.02%

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 ₹1,243 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
PGIM India Flexi Cap Fund Growth15,897 CR2.15
Navi Flexi Cap Fund Growth1289 CR2.56
Aditya Birla Sun Life Bal Bhavishya Yojna Growth01,242 CR2.27
Kotak Gold ETF Growth013,566 CR0.52
Fund Name1Y3Y
This FundPGIM India Flexi Cap Fund Growth2.40736.4431
This FundNavi Flexi Cap Fund Growth12.740538.4987
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth6.990939.8675
This FundKotak Gold ETF Growth53.0529155.5193

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 : 1.78%
  • 6 Months : 3.99%
  • 1 Year : 6.99%
  • 3 Years : 11.83%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 21.12 as on Aug 18,2026. Since inception, the return has been 39.87%.

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 ₹1,243 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.