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

Other Plans and Options
  • 1.39 %Nav, as on 09-02-2026

  • Previous Nav

  • Net Change on 09-02-2026

  • PersonalFN Rating

  • 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 -38.91 -1.76 9.37 14.68 9.65 10.57
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 9.37 14.68 9.65 2.16 1,205.55
HDFC Children's Fund - Growth Plan Mar 02, 2001 3.69 13.76 13.64 1.74 10,615.12
SBI Children's Fund - Investment Plan - Regular Plan - Growth Sep 29, 2020 7.62 21.56 26.81 1.84 5,066.03
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 4.62 9.42 8.65 1.75 4,525.33
ICICI Prudential Children's Fund - Cumulative Aug 31, 2001 8.72 18.21 14.38 2.17 1,418.32
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 4.64 13.37 11.22 2.22 1,175.78

Fund Holdings as on 31-January-2026

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Axis Bank Limited

  • Bharti Airtel Limited

  • Maruti Suzuki India Limited

  • Hindalco Industries Limited

  • Larsen & Toubro Limited

  • MEESHO LTD

  • AU Small Finance Bank Limited

  • State Bank of India

  • Shriram Finance Ltd

  • Tech Mahindra Limited

  • Mahindra & Mahindra Limited

  • Eternal Limited

  • Inventurus Knowledge Solutions Ltd

  • UPL Limited

  • LTIMindtree Limited

  • Varun Beverages Limited

  • Vedanta Limited

  • Ambuja Cements Limited

  • Rainbow Childrens Medicare Limited

  • Emcure Pharmaceuticals Ltd

  • Century Plyboards (India) Limited

  • V-Guard Industries Limited

  • WELSPUN CORP LIMITED

  • Dabur India Limited

  • Godrej Consumer Products Limited

  • J.B. Chemicals & Pharmaceuticals Limited

  • Grasim Industries Limited

  • Max Financial Services Limited

  • Sumitomo Chemical India Limited

  • SAMHI Hotels Ltd

  • Mas Financial Services Limited

  • Samvardhana Motherson International Limited

  • IndusInd Bank Limited

  • CESC Limited

  • Bajaj Finance Limited

  • Thermax Limited

  • Kotak Mahindra Bank Limited

  • Aurobindo Pharma Limited

  • Thyrocare Technologies Limited

  • United Breweries Limited

  • Jindal Steel & Power Limited

  • Tata Chemicals Limited

  • Tata Power Company Limited

  • Cyient Limited

  • Jubilant Pharmova Ltd

  • Minda Corporation Limited

  • Bluestone Jewellery And Lifestyle Ltd

  • REC Limited

  • Bikaji Foods International Ltd

  • TIMKEN INDIA LTD

  • Trent Limited

  • Clearing Corporation of India Limited

  • Aster DM Healthcare Limited

  • Cello World Ltd

  • Bharat Heavy Electricals Limited

  • Bank of Maharashtra

  • Gokaldas Exports Ltd

  • Adani Ports and Special Economic Zone Limited

  • Tata Motors Limited

  • Balrampur Chini Mills Limited

  • Devyani International Limited

  • Arvind Limited

  • Greenply Industries Ltd

  • Go Fashion India Limited

  • City Union Bank Limited

  • Cyient DLM Ltd

  • Net Receivables / (Payables)

  • Divi's Laboratories Limited

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  • Bank - Private

  • IT - Software

  • Automobiles - Passenger Cars

  • Pharmaceuticals & Drugs

  • Refineries

  • Finance - NBFC

  • e-Commerce

  • Metal - Non Ferrous

  • Hospital & Healthcare Services

  • Telecommunication - Service Provider

  • Consumer Food

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Bank - Public

  • Engineering - Construction

  • Power Generation/Distribution

  • Auto Ancillary

  • Wood & Wood Products

  • BPO/ITeS

  • Retailing

  • Miscellaneous

  • Cement & Construction Materials

  • Steel & Iron Products

  • Textile

  • Electric Equipment

  • Hotel, Resort & Restaurants

  • Finance - Others

  • Diversified

  • Breweries & Distilleries

  • Chemicals

  • Diamond & Jewellery

  • Steel/Sponge Iron/Pig Iron

  • Engineering - Industrial Equipments

  • Finance Term Lending

  • Bearings

  • Trading

  • Sugar

  • 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 ₹1,170.48 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 up ₹0.28(1.39%)yesterday to ₹20.47.

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