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Return

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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹1,170 Cr

Lock In Period

N/A

Expense Ratio

2.17

Benchmark

BSE 200 Total Return

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Bal Bhavishya Yojna Growth include a ₹19.71 NAV as of Feb 27,2026 and returns since inception of 52.25%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Bal Bhavishya Yojna Growth AUM is ₹1,170 Cr, with a lock-in of N/A years, expense ratio of 2.17%, and benchmark BSE 200 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.81% returns, against a category average of 0.43% and a category best of 6.68%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.810.436.68
6M1.892.3855.59
1Y15.205.8079.99
3Y15.0413.12172.87

Portfolio Analysis

  • Equity: 99.21%
  • Debt: 0.81%
  • Others
As on: 2026-01-31
View allocation % by

1. ICICI Bank Limited6.02%
2. HDFC Bank Limited4.77%
3. Axis Bank Limited3.17%
4. AU Small Finance Bank Limited2.16%
5. IndusInd Bank Limited1.12%
6. Kotak Mahindra Bank Limited1.05%
7. City Union Bank Limited0.52%

1. Infosys Limited3.87%
2. Tech Mahindra Limited2.08%
3. LTIMindtree Limited1.53%
4. Cyient Limited0.89%

1. Emcure Pharmaceuticals Ltd1.38%
2. J.B. Chemicals & Pharmaceuticals Limited1.22%
3. Aurobindo Pharma Limited1.03%
4. Jubilant Pharmova Ltd0.88%
5. Divi's Laboratories Limited0.02%

1. Maruti Suzuki India Limited2.48%
2. Mahindra & Mahindra Limited1.89%

1. Shriram Finance Ltd2.09%
2. Mas Financial Services Limited1.13%
3. Bajaj Finance Limited1.10%

1. MEESHO LTD2.25%
2. Eternal Limited1.81%

1. Reliance Industries Limited3.95%

1. Rainbow Childrens Medicare Limited1.41%
2. Thyrocare Technologies Limited1.01%
3. Aster DM Healthcare Limited0.71%

1. Bharti Airtel Limited2.81%

1. State Bank of India2.14%
2. Bank of Maharashtra0.67%

1. UPL Limited1.61%
2. Sumitomo Chemical India Limited1.16%

1. Ambuja Cements Limited1.42%
2. Grasim Industries Limited1.20%

1. Dabur India Limited1.30%
2. Godrej Consumer Products Limited1.23%

1. Hindalco Industries Limited2.38%

1. Larsen & Toubro Limited2.35%

1. V-Guard Industries Limited1.36%
2. Cello World Ltd0.70%

1. CESC Limited1.10%
2. Tata Power Company Limited0.94%

1. Century Plyboards (India) Limited1.37%
2. Greenply Industries Ltd0.52%

1. SAMHI Hotels Ltd1.15%
2. Devyani International Limited0.54%

1. Inventurus Knowledge Solutions Ltd1.66%

1. Varun Beverages Limited1.53%

1. Vedanta Limited1.51%

1. WELSPUN CORP LIMITED1.35%

1. Trent Limited0.78%
2. Go Fashion India Limited0.52%

1. Max Financial Services Limited1.17%

1. Samvardhana Motherson International Limited1.12%

1. Thermax Limited1.06%

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 ₹1,170 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.17. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundL&T Flexicap Fund - Growth12884.25 CR2.02
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth01170.48 CR2.17
This FundICICI Prudential Retirement Fund - Pure Equity Growth01652.05 CR2.04
This FundKotak Gold ETF Growth016040.13 CR0.55
Fund Name1Y3Y
This FundL&T Flexicap Fund - Growth2.767451.1264
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth15.202352.2536
This FundICICI Prudential Retirement Fund - Pure Equity Growth24.4615103.5224
This FundKotak Gold ETF Growth79.9935172.8745

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 2.17. 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 : 0.81%
  • 6 Months : 1.89%
  • 1 Year : 15.20%
  • 3 Years : 15.04%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 19.71 as on Feb 27,2026. Since inception, the return has been 52.25%.

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 ₹1,170 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