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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹1,206 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 ₹20.19 NAV as of Feb 06,2026 and returns since inception of 50.75%. Minimum investments start at SIP ₹500. The Aditya Birla Sun Life Bal Bhavishya Yojna Growth AUM is ₹1,206 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-12-31
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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 ₹1,206 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTaurus Flexi Cap Fund Growth | 1 | 357.22 CR | 2.66 |
| This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth | 0 | 1205.55 CR | 2.17 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 0 | 1642.46 CR | 2.04 |
| This FundKotak Gold ETF Growth | 0 | 12162.39 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTaurus Flexi Cap Fund Growth | -0.3461 | 49.8494 |
| This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth | 9.0124 | 50.7463 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 15.6122 | 98.8882 |
| This FundKotak Gold ETF Growth | 76.9686 | 153.0524 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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 ₹1,206 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