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

Other Plans and Options
  • (-0.73%)Nav, as on 09-01-2026

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  • Net Change on 09-01-2026

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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 6.98 8.15 7.10 14.04 10.07 10.84
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 7.10 14.04 10.07 2.16 1,205.55
HDFC Children's Fund - Growth Plan Mar 02, 2001 2.36 14.20 14.49 1.74 10,615.12
SBI Children's Fund - Investment Plan - Regular Plan - Growth Sep 29, 2020 3.40 22.05 27.07 1.83 5,066.03
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 4.73 9.44 8.81 1.73 4,525.33
ICICI Prudential Children's Fund - Cumulative Aug 31, 2001 8.51 17.32 14.81 2.17 1,418.32
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 3.39 13.11 12.00 2.22 1,175.78

Fund Holdings as on 31-December-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

  • Hindalco Industries Limited

  • AU Small Finance Bank Limited

  • Shriram Finance Ltd

  • Mahindra & Mahindra Limited

  • MEESHO LTD

  • State Bank of India

  • Tech Mahindra Limited

  • Eternal Limited

  • Inventurus Knowledge Solutions Ltd

  • Clearing Corporation of India Limited

  • Rainbow Childrens Medicare Limited

  • Varun Beverages Limited

  • LTIMindtree Limited

  • Ambuja Cements Limited

  • Emcure Pharmaceuticals Ltd

  • WELSPUN CORP LIMITED

  • Vedanta Limited

  • Century Plyboards (India) Limited

  • Sumitomo Chemical India Limited

  • UPL Limited

  • Godrej Consumer Products Limited

  • Dabur India Limited

  • V-Guard Industries Limited

  • SAMHI Hotels Ltd

  • CESC Limited

  • Max Financial Services Limited

  • Grasim Industries Limited

  • Samvardhana Motherson International Limited

  • J.B. Chemicals & Pharmaceuticals Limited

  • Bajaj Finance Limited

  • Kotak Mahindra Bank Limited

  • Mas Financial Services Limited

  • United Breweries Limited

  • IndusInd Bank Limited

  • Thyrocare Technologies Limited

  • Aurobindo Pharma Limited

  • Tata Chemicals Limited

  • Tata Power Company Limited

  • Jubilant Pharmova Ltd

  • Bikaji Foods International Ltd

  • Bluestone Jewellery And Lifestyle Ltd

  • Jindal Steel & Power Limited

  • Minda Corporation Limited

  • Gokaldas Exports Ltd

  • Trent Limited

  • Cyient Limited

  • Thermax Limited

  • REC Limited

  • TIMKEN INDIA LTD

  • Aster DM Healthcare Limited

  • NAZARA TECHNOLOGIES LTD

  • Cello World Ltd

  • City Union Bank Limited

  • Bank of Maharashtra

  • Greenply Industries Ltd

  • Go Fashion India Limited

  • Balrampur Chini Mills Limited

  • Tata Motors Limited

  • Arvind Limited

  • Devyani International Limited

  • Cyient DLM Ltd

  • VIP Industries Limited

  • Net Receivables / (Payables)

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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 ₹1,205.55 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 ₹-0.15(-0.73%)yesterday to ₹20.37.

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