Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
- Children
- Solutions Oriented
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹1,175.44 Cr
Expense Ratio
1.88%
Exit Load
0.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
12 Feb 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.2% | -- |
| 3 Months | -1.05% | -- |
| 6 Months | -3.45% | -- |
| 1 Year | +3.71% | +3.71% |
| 2 Years | -- | +4.75% |
| 3 Years | +44.23% | +12.98% |
| 5 Years | +58.63% | +9.67% |
| Since Launch | +98.4% | +9.89% |
Holdings as on 21 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 65.68 | 5.59 |
| Reliance Industries | 47.38 | 4.03 |
| HDFC Bank | 46.40 | 3.95 |
| AXIS Bank Ltd | 34.36 | 2.92 |
| Infosys | 32.66 | 2.78 |
| Bharti Airtel | 31.57 | 2.69 |
| Clearing Corporation Of India Limited | 31.46 | 2.68 |
| Meesho | 29.19 | 2.48 |
| Larsen & Toubro Ltd | 28.12 | 2.39 |
| Hindalco Industries | 26.99 | 2.30 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.53
Sharpe Ratio
15.50%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Children’s Fund | +4.03% | +16.72% | +14.19% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | +3.71% | +12.98% | +9.67% |
| UTI Children's Equity Fund Regular Plan Growth | -4.64% | +10.23% | +9.45% |
| UTI Children's Equity Fund - Scholarship Plan | -4.64% | +10.23% | +9.45% |
| UTI Children's Hybrid Fund - Regular Plan | -1.94% | +7.53% | +7.73% |
Results are calculated on CAGR basis
About Fund
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.
The Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has an AUM of 1175.44 crores & has delivered CAGR of 9.67 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.88%. The minimum investment in Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, Reliance Industries, HDFC Bank, AXIS Bank Ltd.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services, Oil & Gas Operations.
Some of the similar funds are ICICI Prudential Children’s Fund, Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth, UTI Children's Equity Fund Regular Plan Growth, UTI Children's Equity Fund - Scholarship Plan, UTI Children's Hybrid Fund - Regular Plan. Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has a sharpe ratio of 0.53 & a standard deviation of 15.50%.
FAQs
According to the morning star rating Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has a Medium risk & Good return.
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is managed by Chanchal Khandelwal,Harshil Suvarnkar.
The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is 1.88%.
The 5 year annualized return on Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is 9.67% & it has generated 3.71% in the last 1 year.
The minimum investment in Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth is 1000 Rs.
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth has an AUM of 1175.44 crores.
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