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Return

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  • 6M
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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)

₹1,157 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 ₹18.35 NAV as of Mar 20,2026 and returns since inception of 43.44%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Bal Bhavishya Yojna Growth AUM is ₹1,157 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 -8.93% returns, against a category average of -1.64% and a category best of 3.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.93-1.643.94
6M-9.380.5733.83
1Y3.875.0864.76
3Y12.7815.51143.39

Portfolio Analysis

  • Equity: 99.55%
  • Debt: 0.48%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Limited6.20%
2. HDFC Bank Limited4.61%
3. Axis Bank Limited3.24%
4. AU Small Finance Bank Limited2.14%
5. IndusInd Bank Limited1.21%
6. Kotak Mahindra Bank Limited1.08%

1. Infosys Limited3.10%
2. Tech Mahindra Limited1.64%
3. LTIMindtree Limited1.16%
4. Cyient Limited0.72%
5. Persistent Systems Limited0.71%

1. Emcure Pharmaceuticals Ltd1.38%
2. J.B. Chemicals & Pharmaceuticals Limited1.36%
3. Aurobindo Pharma Limited1.17%
4. Jubilant Pharmova Ltd0.79%
5. Divi's Laboratories Limited0.02%

1. Shriram Finance Ltd2.24%
2. Bajaj Finance Limited1.19%
3. Mas Financial Services Limited1.14%

1. Reliance Industries Limited3.99%

1. MEESHO LTD2.09%
2. Eternal Limited1.65%

1. Rainbow Childrens Medicare Limited1.49%
2. Thyrocare Technologies Limited0.95%
3. Aster DM Healthcare Limited0.85%

1. Dabur India Limited1.79%
2. Godrej Consumer Products Limited1.32%

1. State Bank of India2.41%
2. Bank of Maharashtra0.65%

1. Bharti Airtel Limited2.72%

1. UPL Limited1.48%
2. Sumitomo Chemical India Limited1.15%

1. Ambuja Cements Limited1.41%
2. Grasim Industries Limited1.21%

1. Larsen & Toubro Limited2.59%

1. Hindalco Industries Limited2.32%

1. CESC Limited1.18%
2. Tata Power Company Limited0.98%

1. Mahindra & Mahindra Limited1.89%

1. V-Guard Industries Limited1.22%
2. Cello World Ltd0.59%

1. Century Plyboards (India) Limited1.27%
2. Greenply Industries Ltd0.52%

1. SAMHI Hotels Ltd1.11%
2. Devyani International Limited0.59%

1. WELSPUN CORP LIMITED1.54%

1. Varun Beverages Limited1.48%

1. Inventurus Knowledge Solutions Ltd1.40%

1. Samvardhana Motherson International Limited1.34%

1. Max Financial Services Limited1.33%

1. Dixon Technologies (India) Limited1.31%

1. Vedanta Limited1.26%

1. Trent Limited0.81%
2. Go Fashion India Limited0.39%

1. Thermax Limited1.16%

1. Bharat Heavy Electricals Limited1.15%

1. United Breweries Limited1.09%

1. Jindal Steel & Power Limited1.08%

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 ₹1,157 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 FundLIC MF Flexi Cap Fund Growth11000.36 CR2.32
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth01156.97 CR2.17
This FundKotak Gold ETF Growth015574.49 CR0.55
Fund Name1Y3Y
This FundLIC MF Flexi Cap Fund Growth4.12942.4552
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth3.86843.4407
This FundKotak Gold ETF Growth64.7561143.3859

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 : -8.93%
  • 6 Months : -9.38%
  • 1 Year : 3.87%
  • 3 Years : 12.78%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 18.35 as on Mar 20,2026. Since inception, the return has been 43.44%.

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 ₹1,157 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