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

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  • (-0.05%)Nav, as on 10-12-2025

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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 -4.19 8.29 0.35 12.89 11.73 10.87
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 0.35 12.89 11.73 2.15 1,202.85
HDFC Children's Fund - Growth Plan Mar 02, 2001 -0.93 13.74 15.69 1.73 10,631.67
SBI Magnum Children's Benefit Fund - Investment Plan - Regular Plan - Growth Sep 29, 2020 6.83 22.64 30.95 1.84 5,052.54
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 2.78 9.01 9.58 1.73 4,559.29
ICICI Prudential Children's Fund - Cumulative Aug 31, 2001 2.67 16.64 16.39 2.18 1,423.77
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 -1.30 11.89 13.85 2.22 1,179.90

Fund Holdings as on 30-November-2025

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Bharti Airtel Limited

  • Axis Bank Limited

  • Maruti Suzuki India Limited

  • Larsen & Toubro Limited

  • AU Small Finance Bank Limited

  • Mahindra & Mahindra Limited

  • Hindalco Industries Limited

  • Eternal Limited

  • State Bank of India

  • Tech Mahindra Limited

  • Inventurus Knowledge Solutions Ltd

  • Shriram Finance Ltd

  • Rainbow Childrens Medicare Limited

  • WELSPUN CORP LIMITED

  • Varun Beverages Limited

  • LTIMindtree Limited

  • Emcure Pharmaceuticals Ltd

  • Ambuja Cements Limited

  • Century Plyboards (India) Limited

  • SAMHI Hotels Ltd

  • Dabur India Limited

  • V-Guard Industries Limited

  • Sumitomo Chemical India Limited

  • Vedanta Limited

  • Bank of Baroda

  • CESC Limited

  • UPL Limited

  • Max Financial Services Limited

  • Bajaj Finance Limited

  • Godrej Consumer Products Limited

  • Thyrocare Technologies Limited

  • Grasim Industries Limited

  • J.B. Chemicals & Pharmaceuticals Limited

  • Samvardhana Motherson International Limited

  • United Breweries Limited

  • Gokaldas Exports Ltd

  • Bluestone Jewellery And Lifestyle Ltd

  • Kotak Mahindra Bank Limited

  • Mas Financial Services Limited

  • IndusInd Bank Limited

  • Aurobindo Pharma Limited

  • Tata Chemicals Limited

  • Tata Power Company Limited

  • Jubilant Pharmova Ltd

  • Bikaji Foods International Ltd

  • Minda Corporation Limited

  • Jindal Steel & Power Limited

  • Trent Limited

  • Cyient Limited

  • Aster DM Healthcare Limited

  • TIMKEN INDIA LTD

  • REC Limited

  • Cello World Ltd

  • NAZARA TECHNOLOGIES LTD

  • City Union Bank Limited

  • GAIL (India) Limited

  • Net Receivables / (Payables)

  • TD Power Systems Limited

  • Greenply Industries Ltd

  • Balrampur Chini Mills Limited

  • Delhivery Ltd

  • Arvind Limited

  • Clearing Corporation of India Limited

  • Go Fashion India Limited

  • Tata Motors Limited

  • Devyani International Limited

  • KPIT Technologies Limited

  • Cyient DLM Ltd

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  • Bank - Private

  • IT - Software

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - NBFC

  • Hospital & Healthcare Services

  • Metal - Non Ferrous

  • Bank - Public

  • Telecommunication - Service Provider

  • Consumer Food

  • Engineering - Construction

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Power Generation/Distribution

  • Auto Ancillary

  • Wood & Wood Products

  • Electric Equipment

  • e-Commerce

  • BPO/ITeS

  • Textile

  • Steel & Iron Products

  • Cement & Construction Materials

  • Retailing

  • Hotel, Resort & Restaurants

  • Finance - Others

  • Miscellaneous

  • Diversified

  • Breweries & Distilleries

  • Diamond & Jewellery

  • Chemicals

  • Steel/Sponge Iron/Pig Iron

  • Bearings

  • Finance Term Lending

  • Trading

  • Gas Transmission/Marketing

  • Sugar

  • Logistics

  • Automobiles-Trucks/Lcv

  • 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 ₹1,202.85 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 ₹-0.01(-0.05%)yesterday to ₹20.24.

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