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Return

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  • 1Y
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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

2.2

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 Apr 23,2026 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 2.2%, 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 1.06% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.001.06297.26
6M0.001.90315.31
1Y0.005.70339.02
3Y0.0014.1055.84

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 2.2. 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.

Fund Managers

Atul Penkar

Mr. Atul holds B.E. (Mechanical) and MMS. He has over 10 years of experience in research. Prior to joining BSLAMC, he has worked with Emkay Shares & Stock Brokers Ltd.

Peer Comparison

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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 2.2. 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