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Aditya Birla Sun Life Bal Bhavishya Yojna Growth Return

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

Aditya Birla Sun Life Bal Bhavishya Yojna Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹1,208 Cr

Lock In Period

N/A

Expense Ratio

2.33

Exit Load

Nil

Benchmark

BSE 200 Total Return

Aditya Birla Sun Life Bal Bhavishya Yojna Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.930.294.46
6M3.202.5425.87
1Y4.415.0542.90
3Y10.8514.26132.05

Portfolio Analysis

  • Equity: 98.59%
  • Debt: 1.40%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited5.92%
2. HDFC Bank Limited3.97%
3. Axis Bank Limited3.02%
4. AU Small Finance Bank Limited1.78%
5. IndusInd Bank Limited1.12%
6. Kotak Mahindra Bank Limited0.97%

1. Infosys Limited2.29%
2. Tech Mahindra Limited1.63%
3. KPIT Technologies Limited1.11%
4. LTIMindtree Limited0.88%
5. Cyient Limited0.66%
6. Persistent Systems Limited0.62%

1. MEESHO LTD2.17%
2. Eternal Limited1.70%
3. FSN E-Commerce Ventures Limited0.77%

1. Rainbow Childrens Medicare Limited1.69%
2. Thyrocare Technologies Limited1.27%
3. Aster DM Healthcare Limited0.97%
4. Dr. Lal Path Labs Limited0.55%

1. Shriram Finance Ltd2.07%
2. Bajaj Finance Limited1.15%
3. Mas Financial Services Limited1.04%

1. Reliance Industries Limited3.55%

1. J.B. Chemicals & Pharmaceuticals Limited1.45%
2. Emcure Pharmaceuticals Ltd1.18%
3. Jubilant Pharmova Ltd0.85%

1. Hindalco Industries Limited2.06%
2. Vedanta Aluminium Metal Ltd0.76%

1. Kfin Technologies Ltd1.46%
2. Max Financial Services Limited1.11%

1. Bharti Airtel Limited2.56%

1. Dabur India Limited1.40%
2. Godrej Consumer Products Limited1.04%

1. UPL Limited1.27%
2. Sumitomo Chemical India Limited1.15%

1. Grasim Industries Limited1.28%
2. Ambuja Cements Limited1.13%

1. WELSPUN CORP LIMITED2.39%

1. Century Plyboards (India) Limited1.24%
2. Greenply Industries Ltd1.03%

1. PB Fintech Limited1.21%
2. One 97 Communications Limited0.99%

1. State Bank of India2.19%

1. Trent Limited1.96%

1. Larsen & Toubro Limited1.72%

1. Samvardhana Motherson International Limited1.67%

1. SAMHI Hotels Ltd1.15%
2. Devyani International Limited0.50%

1. Mahindra & Mahindra Limited1.64%

1. V-Guard Industries Limited1.12%
2. Cello World Ltd0.51%

1. Inventurus Knowledge Solutions Ltd1.63%

1. Varun Beverages Limited1.60%

1. Bharat Heavy Electricals Limited1.37%

1. Arvind Limited1.21%

1. CESC Limited1.20%

1. Dixon Technologies (India) Limited1.17%

1. Adani Ports and Special Economic Zone Limited1.12%

1. Hindustan Aeronautics Limited1.09%

1. Minda Corporation Limited1.06%

1. Tata Motors Limited1.02%

1. Gokaldas Exports Ltd1.02%

About Fund Aditya Birla Sun Life Bal Bhavishya Yojna Growth

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 ₹1,208 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.33. 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.

Fund Managers

Chanchal Khandelwal

Ms. Chanchal Khandelwal has done B.Com.(H) from Shri Ram College of Commerce (Delhi) and MBA(Finance) from Xavier Institute of Management, Bhubaneshwar. Prior to joining BSLAMC,he has worked with Aditya Birla Retail Limited(February 2007- May 2008) and Aditya Birla Management Corporation Ltd. (December 2005- February 2007).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Flexi Cap Fund Growth23,638 CR2.04
Union Flexi Cap Fund Growth12,375 CR2.51
Aditya Birla Sun Life Bal Bhavishya Yojna Growth01,208 CR2.33
Kotak Gold ETF Growth013,419 CR0.52
Fund Name1Y3Y
This FundTata Flexi Cap Fund Growth-2.055335.0172
This FundUnion Flexi Cap Fund Growth1.924635.291
This FundAditya Birla Sun Life Bal Bhavishya Yojna Growth4.405136.1955
This FundKotak Gold ETF Growth42.9001132.0547

Aditya Birla Sun Life Bal Bhavishya Yojna Growth 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 2.33. 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 : 0.93%
  • 6 Months : 3.20%
  • 1 Year : 4.41%
  • 3 Years : 10.85%
Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Growth are updated daily based on NAV of ₹ 20.62 as on Jul 28,2026. Since inception, the return has been 36.20%.

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 ₹1,208 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.