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Return

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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹790 Cr

Lock In Period

5 Years

Expense Ratio

2.17

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Exit Load

Nil

Summary

Latest details for Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth include a ₹ NAV as of Mar 14,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth AUM is ₹790 Cr, with a lock-in of 5 Years years, expense ratio of 2.17%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.95% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.95297.26
6M0.000.99315.31
1Y0.004.86339.02
3Y0.0011.9855.84

Portfolio Analysis

  • Equity: 97.48%
  • Debt: 2.51%
  • Others
As on: 2023-07-31
View allocation % by

1. HDFC Bank Limited7.44%
2. ICICI Bank Limited6.70%
3. State Bank of India3.83%
4. Axis Bank Limited2.79%
5. IDFC First Bank Limited1.56%
6. Poonawalla Fincorp Limited1.47%
7. RBL Bank Limited1.40%
8. Mahindra & Mahindra Financial Services Limited1.38%
9. Bajaj Finance Limited1.15%
10. IndusInd Bank Limited1.14%
11. Jio Financial Services Ltd.0.38%

1. Tata Motors Limited1.63%
2. Maruti Suzuki India Limited1.54%
3. Ashok Leyland Limited1.46%
4. Mahindra & Mahindra Limited1.42%
5. Bharat Forge Limited1.42%
6. Samvardhana Motherson International Limited1.40%

1. Infosys Limited3.72%
2. Rategain Travel Technologies Limited1.09%
3. Tata Consultancy Services Limited1.02%

1. TIMKEN INDIA LTD2.09%
2. GMM Pfaudler Limited1.32%
3. TD Power Systems Ltd1.16%
4. V-Guard Industries Limited0.79%

1. Reliance Industries Limited3.73%

1. Shoppers Stop Limited1.96%
2. Vedant Fashions Private Limited1.49%

1. Larsen & Toubro Limited3.30%

1. Sun Pharmaceutical Industries Limited1.27%
2. Cipla Limited1.00%
3. Mankind Pharma Ltd0.73%

1. The Ramco Cements Limited1.64%
2. UltraTech Cement Limited1.31%

1. Honeywell Automation India Limited2.93%

1. Go Fashion India Limited1.52%
2. Gokaldas Exports Ltd1.11%

1. Ashoka Buildcon Limited1.34%
2. Phoenix Mills Limited1.25%

1. Devyani International Limited1.47%
2. Britannia Industries Limited0.96%

1. Fortis Healthcare Limited2.41%

1. Navin Fluorine International Limited1.11%
2. Clean Science & Technology Limited0.94%
3. Atul Limited0.32%

1. Chalet Hotels Limited1.24%
2. Jubilant Foodworks Limited0.98%

1. Balrampur Chini Mills Limited1.76%

1. United Spirits Limited1.52%

1. Star Health & Allied Insurance Limited1.50%

1. Tata Steel Limited1.40%

1. Titan Company Limited1.18%

1. FSN E-Commerce Ventures Limited1.12%

1. InterGlobe Aviation Limited1.02%

About Fund

Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth managed by Aditya Birla Sun Life Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹790 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 2.17. Under the expert guidance of Atul Penkar ,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 FundICICI Prudential Capital Protection Oriented Fund VIII - Plan H Growth038.01 CR2.01
This FundKotak Capital Protection Oriented - Series 1 Growth0199.9 CR
Fund Name1Y3Y
This FundICICI Prudential Capital Protection Oriented Fund VIII - Plan H Growth8.78860
This FundKotak Capital Protection Oriented - Series 1 Growth

FAQs

Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan 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 - Savings Plan 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 - Savings Plan Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan 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 - Savings Plan Growth is ₹790 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Aditya Birla Sun Life Bal Bhavishya Yojna - Savings Plan 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