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

Other Plans and Options
  • (-0.64%)Nav, as on 13-03-2025

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  • Net Change on 13-03-2025

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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 -44.70 -58.05 0.29 10.72 12.83 9.30
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 0.29 10.72 12.83 2.19 955.83
HDFC Children's Fund - Growth Plan Mar 02, 2001 4.58 14.21 19.46 1.74 9,057.90
UTI Children's Hybrid Fund - Regular Plan Jul 12, 1993 6.17 8.27 11.86 1.74 4,316.01
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative Aug 31, 2001 3.77 14.55 17.93 2.21 1,183.32
UTI Children's Equity Fund - Regular Plan - Growth Option Mar 08, 2004 3.59 9.78 17.97 2.26 994.15
Axis Children's Fund - Lock in - Regular Growth Dec 08, 2015 8.06 6.22 13.26 2.31 820.08

Fund Holdings as on 28-February-2025

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Reliance Industries Limited

  • Axis Bank Limited

  • Bharti Airtel Limited

  • Larsen & Toubro Limited

  • Maruti Suzuki India Limited

  • WELSPUN CORP LIMITED

  • Mahindra & Mahindra Limited

  • Hindalco Industries Limited

  • Zomato Limited

  • Inventurus Knowledge Solutions Ltd

  • LTIMindtree Limited

  • State Bank of India

  • United Breweries Limited

  • Sumitomo Chemical India Limited

  • Welspun Living Limited

  • Shriram Finance Ltd

  • Clearing Corporation of India Limited

  • AU Small Finance Bank Limited

  • V-Guard Industries Limited

  • NAZARA TECHNOLOGIES LTD

  • ITC Limited

  • Fortis Healthcare Limited

  • Max Financial Services Limited

  • Dabur India Limited

  • Hindustan Petroleum Corporation Limited

  • Bajaj Finance Limited

  • GAIL (India) Limited

  • Trent Limited

  • Cyient Limited

  • Gokaldas Exports Ltd

  • Vedanta Limited

  • Kotak Mahindra Bank Limited

  • SAMHI Hotels Ltd

  • CESC Limited

  • TD Power Systems Limited

  • IndusInd Bank Limited

  • FSN E-Commerce Ventures Limited

  • Ambuja Cements Limited

  • Bank of Baroda

  • Tata Power Company Limited

  • Siemens Limited

  • CE Info Systems Limited

  • REC Limited

  • Emcure Pharmaceuticals Ltd

  • Mas Financial Services Limited

  • Bikaji Foods International Ltd

  • Samvardhana Motherson International Limited

  • Tata Motors Limited

  • Chalet Hotels Limited

  • Cello World Ltd

  • Net Receivables / (Payables)

  • Akums Drugs & Pharmaceuticals Ltd

  • TIMKEN INDIA LTD

  • NTPC Limited

  • Go Fashion India Limited

  • Balrampur Chini Mills Limited

  • Laxmi Organic Industries Ltd

  • Marathon Nextgen Realty Ltd.

  • Greenply Industries Ltd

  • Star Health & Allied Insurance Limited

  • Mankind Pharma Ltd

  • Tech Mahindra Limited

  • Cyient DLM Ltd

  • Godrej Consumer Products Limited

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  • Bank - Private

  • IT - Software

  • Refineries

  • Automobiles - Passenger Cars

  • Electric Equipment

  • Metal - Non Ferrous

  • Power Generation/Distribution

  • e-Commerce

  • Finance - NBFC

  • Textile

  • Telecommunication - Service Provider

  • Bank - Public

  • Engineering - Construction

  • Household & Personal Products

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Steel & Iron Products

  • Hotel, Resort & Restaurants

  • Finance Term Lending

  • Retailing

  • BPO/ITeS

  • Breweries & Distilleries

  • Pesticides & Agrochemicals

  • Cigarettes/Tobacco

  • Hospital & Healthcare Services

  • Finance - Others

  • Industrial Gases & Fuels

  • Cement & Construction Materials

  • Consumer Food

  • Auto Ancillary

  • Automobiles-Trucks/Lcv

  • Bearings

  • Sugar

  • Chemicals

  • Construction - Real Estate

  • Wood & Wood Products

  • Insurance

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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 ₹955.83 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 ₹-0.11(-0.64%)yesterday to ₹17.07.

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