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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹1,044 Cr

Lock In Period

N/A

Expense Ratio

2.2

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Bal Bhavishya Yojna Growth include a ₹19.88 NAV as of Apr 30,2026 and returns since inception of 49.63%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Bal Bhavishya Yojna Growth AUM is ₹1,044 Cr, with a lock-in of N/A years, expense ratio of 2.2%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 10.20% returns, against a category average of 2.21% and a category best of 13.49%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.202.2113.49
6M-3.241.7025.87
1Y7.595.6252.48
3Y14.3815.74138.67

Portfolio Analysis

  • Equity: 98.47%
  • Debt: 1.52%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited6.00%
2. HDFC Bank Limited4.21%
3. Axis Bank Limited3.01%
4. AU Small Finance Bank Limited1.68%
5. IndusInd Bank Limited1.06%
6. Kotak Mahindra Bank Limited1.02%

1. Infosys Limited3.31%
2. Tech Mahindra Limited1.86%
3. LTIMindtree Limited1.15%
4. Persistent Systems Limited0.81%
5. Cyient Limited0.66%

1. Emcure Pharmaceuticals Ltd1.68%
2. J.B. Chemicals & Pharmaceuticals Limited1.51%
3. Aurobindo Pharma Limited1.38%
4. Jubilant Pharmova Ltd0.82%
5. Divi's Laboratories Limited0.02%

1. Reliance Industries Limited4.26%

1. Shriram Finance Ltd2.00%
2. Mas Financial Services Limited1.09%
3. Bajaj Finance Limited1.06%

1. MEESHO LTD2.03%
2. Eternal Limited1.70%

1. Rainbow Childrens Medicare Limited1.61%
2. Aster DM Healthcare Limited0.96%
3. Thyrocare Technologies Limited0.94%

1. Bharti Airtel Limited2.86%

1. Dabur India Limited1.57%
2. Godrej Consumer Products Limited1.18%

1. State Bank of India2.18%
2. Bank of Maharashtra0.50%

1. UPL Limited1.46%
2. Sumitomo Chemical India Limited1.16%

1. Ambuja Cements Limited1.25%
2. Grasim Industries Limited1.22%

1. Hindalco Industries Limited2.46%

1. Larsen & Toubro Limited2.35%

1. Max Financial Services Limited1.21%
2. Kfin Technologies Ltd0.84%

1. V-Guard Industries Limited1.36%
2. Cello World Ltd0.62%

1. Mahindra & Mahindra Limited1.82%

1. Century Plyboards (India) Limited1.34%
2. Greenply Industries Ltd0.47%

1. WELSPUN CORP LIMITED1.68%

1. Inventurus Knowledge Solutions Ltd1.50%

1. SAMHI Hotels Ltd0.97%
2. Devyani International Limited0.49%

1. Varun Beverages Limited1.40%

1. Thermax Limited1.34%

1. Vedanta Limited1.28%

1. CESC Limited1.24%

1. Bharat Heavy Electricals Limited1.18%

1. Samvardhana Motherson International Limited1.17%

1. United Breweries Limited1.16%

1. Dixon Technologies (India) Limited1.10%

1. Jindal Steel & Power Limited1.07%

1. Trent Limited0.76%
2. Go Fashion India Limited0.28%

1. Bluestone Jewellery And Lifestyle Ltd1.02%

About Fund

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 ₹1,044 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.2. 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
This FundUnion Flexi Cap Fund Growth12078.58 CR2.09
This FundAxis Flexi Cap Fund Growth211412.8 CR1.73
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth01043.99 CR2.2
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundUnion Flexi Cap Fund Growth2.952148.7768
This FundAxis Flexi Cap Fund Growth2.850449.3103
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth7.588849.6257
This FundICICI Prudential Retirement Fund - Pure Equity Growth17.767297.3759
This FundKotak Gold ETF Growth52.4826138.671

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 2.2. 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 : 10.20%
  • 6 Months : -3.24%
  • 1 Year : 7.59%
  • 3 Years : 14.38%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 19.88 as on Apr 30,2026. Since inception, the return has been 49.63%.

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 ₹1,044 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.
Min Inv Amount: ₹500