Aditya Birla Sun Life Bal Bhavishya Yojna - Growth - Regular Plan

Other Plans and Options
  • (-3.08%)Nav, as on 19-03-2026

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  • Net Change on 19-03-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH -94.35 -31.38 8.09 13.93 8.55 9.33
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH Feb 11, 2019 8.09 13.93 8.55 2.17 1,156.97
HDFC Children's Fund - Growth Plan Mar 02, 2001 3.15 11.76 12.56 1.75 10,359.96
SBI Children's Fund - Investment Plan - Regular Plan - Growth Sep 29, 2020 11.88 21.60 24.77 1.83 5,353.52
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 3.53 8.98 8.24 1.76 4,442.48
ICICI Prudential Children's Fund - Cumulative Aug 31, 2001 7.36 17.28 13.56 2.16 1,403.96
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 2.11 12.13 9.81 2.24 1,134.87

Fund Holdings as on 28-February-2026

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Hindalco Industries Limited

  • Shriram Finance Ltd

  • AU Small Finance Bank Limited

  • MEESHO LTD

  • Mahindra & Mahindra Limited

  • Dabur India Limited

  • Eternal Limited

  • Tech Mahindra Limited

  • WELSPUN CORP LIMITED

  • Rainbow Childrens Medicare Limited

  • Varun Beverages Limited

  • UPL Limited

  • Ambuja Cements Limited

  • Inventurus Knowledge Solutions Ltd

  • Emcure Pharmaceuticals Ltd

  • J.B. Chemicals & Pharmaceuticals Limited

  • Samvardhana Motherson International Limited

  • Max Financial Services Limited

  • Godrej Consumer Products Limited

  • Dixon Technologies (India) Limited

  • Century Plyboards (India) Limited

  • Vedanta Limited

  • V-Guard Industries Limited

  • IndusInd Bank Limited

  • Grasim Industries Limited

  • Bajaj Finance Limited

  • CESC Limited

  • Aurobindo Pharma Limited

  • Thermax Limited

  • LTIMindtree Limited

  • Sumitomo Chemical India Limited

  • Bharat Heavy Electricals Limited

  • Mas Financial Services Limited

  • SAMHI Hotels Ltd

  • United Breweries Limited

  • Kotak Mahindra Bank Limited

  • Jindal Steel & Power Limited

  • Tata Power Company Limited

  • Thyrocare Technologies Limited

  • TIMKEN INDIA LTD

  • Tata Chemicals Limited

  • Minda Corporation Limited

  • Bluestone Jewellery And Lifestyle Ltd

  • Aster DM Healthcare Limited

  • REC Limited

  • Bikaji Foods International Ltd

  • Trent Limited

  • Jubilant Pharmova Ltd

  • Gokaldas Exports Ltd

  • Arvind Limited

  • Cyient Limited

  • One 97 Communications Limited

  • Persistent Systems Limited

  • Adani Ports and Special Economic Zone Limited

  • Bank of Maharashtra

  • Balrampur Chini Mills Limited

  • Tata Motors Limited

  • Clearing Corporation of India Limited

  • Cello World Ltd

  • Devyani International Limited

  • Greenply Industries Ltd

  • Go Fashion India Limited

  • Cyient DLM Ltd

  • Divi's Laboratories Limited

  • Net Receivables / (Payables)

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Refineries

  • e-Commerce

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Household & Personal Products

  • Bank - Public

  • Consumer Food

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Engineering - Construction

  • Engineering - Industrial Equipments

  • Auto Ancillary

  • Power Generation/Distribution

  • Automobiles - Passenger Cars

  • Wood & Wood Products

  • Textile

  • Steel & Iron Products

  • Cement & Construction Materials

  • BPO/ITeS

  • Finance - Others

  • Consumer Durables - Electronics

  • Electric Equipment

  • Diversified

  • Retailing

  • Hotel, Resort & Restaurants

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Bearings

  • Chemicals

  • Diamond & Jewellery

  • Finance Term Lending

  • Fintech

  • Port

  • Sugar

  • Automobiles-Trucks/Lcv

  • Trading

  • Miscellaneous

  • Electronics - Components

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Fund Manager

  • Cash

  • Equity

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About Aditya Birla Sun Life Bal Bhavishya Yojna

Scheme Analysis

Aditya Birla Sun Life Bal Bhavishya Yojna is a Solution Oriented - Children's Fund fund and belongs to Aditya Birla Sun Life Mutual Fund. It was launched on 11-Feb-2019 and currently has an AUM of ₹1,156.97 crore. Aditya Birla Sun Life Bal Bhavishya Yojna is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Aditya Birla Sun Life Bal Bhavishya Yojna ended down ₹-0.58(-3.08%)yesterday to ₹18.26.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The Aditya Birla Sun Life Bal Bhavishya Yojna is managed by Chanchal Khandelwal and Harshil Suvarnkar.

Fund House Contact

One World Center , Tower 1, 17th Floor, Jupiter Mill Compound, Senapati Bapat Marg, Elphinstone Road, Mumbai - 400 013

022-43568000
022-43568110/ 8111