17.90
NAV (Apr 26,2024)

The Aditya Birla Sun Life Bal Bhavishya Yojna is a regular plan with a growth option. It is a reliable investment option for those looking to secure their child's future. With a minimum investment of 1000 INR, this plan offers an expense ratio of 2.18%. Established on February 11, 2019, this scheme has accumulated an asset under management (AUM) of 908.67 INR. Start investing now and provide a bright future for your child.

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    -0.02
  • Beta
    UM_URBAN_MONEY

    0.96
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.22

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.18%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

908.67 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,736.09 (7.36%)11,841.58 (18.42%)13,621.87 (36.22%)14,632.95 (46.33%)16,892.66 (68.93%)
32,208.27 (7.36%)35,524.74 (18.42%)40,865.61 (36.22%)43,898.85 (46.33%)50,677.98 (68.93%)
53,680.45 (7.36%)59,207.9 (18.42%)68,109.35 (36.22%)73,164.75 (46.33%)84,463.3 (68.93%)
85,888.72 (7.36%)94,732.64 (18.42%)1,08,974.96 (36.22%)1,17,063.6 (46.33%)1,35,141.28 (68.93%)
1,07,360.9 (7.36%)1,18,415.8 (18.42%)1,36,218.7 (36.22%)1,46,329.5 (46.33%)1,68,926.6 (68.93%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited6.63%
  • HDFC Bank Limited6.22%
  • Infosys Limited4.68%
  • Reliance Industries Limited4.23%
  • Clearing Corporation of India Limited4.12%
  • Larsen & Toubro Limited3.41%
  • Bharti Airtel Limited2.84%
  • Fortis Healthcare Limited2.54%
  • Tata Motors Limited2.02%
  • Maruti Suzuki India Limited1.86%
  • TIMKEN INDIA LTD1.68%
  • State Bank of India1.64%
  • Manappuram Finance Limited1.61%
  • FSN E Commerce Ventures Limited1.56%
  • IndusInd Bank Limited1.56%
  • IDFC First Bank Limited1.53%
  • Axis Bank Limited1.53%
  • SAMHI Hotels Ltd1.48%
  • United Spirits Limited1.45%
  • Mahindra & Mahindra Limited1.45%
  • V Guard Industries Limited1.45%
  • UltraTech Cement Limited1.43%
  • Info Edge India Limited1.41%
  • Phoenix Mills Limited1.41%
  • Bharat Forge Limited1.39%
  • Tata Steel Limited1.38%
  • The Ramco Cements Limited1.36%
  • Ambuja Cements Limited1.29%
  • Bajaj Finance Limited1.29%
  • Gokaldas Exports Ltd1.28%
  • ITC Limited1.27%
  • Samvardhana Motherson International Limited1.26%
  • Titan Company Limited1.26%
  • GMM Pfaudler Limited1.25%
  • REC Limited1.25%
  • Ashok Leyland Limited1.25%
  • Chalet Hotels Limited1.23%
  • Sun Pharmaceutical Industries Limited1.22%
  • Mahindra & Mahindra Financial Services Limited1.11%
  • Star Health & Allied Insurance Limited1.10%
  • Sunteck Realty Limited1.09%
  • Zee Entertainment Enterprises Limited1.09%
  • Shoppers Stop Limited1.07%
  • INOX India Ltd1.03%
  • InterGlobe Aviation Limited1.01%
  • TD Power Systems Limited1.00%
  • Bank of India0.99%
  • Zomato Limited0.99%
  • Go Fashion India Limited0.97%
  • Clean Science & Technology Limited0.97%
  • Tata Consultancy Services Limited0.96%
  • Ashoka Buildcon Limited0.95%
  • Devyani International Limited0.95%
  • Kotak Mahindra Bank Limited0.94%
  • Britannia Industries Limited0.93%
  • Motherson Sumi Wiring India Limited0.91%
  • Dalmia Bharat Limited0.88%
  • Navin Fluorine International Limited0.87%
  • Bank of Baroda0.76%
  • SBFC Finance Ltd0.67%
  • VIP Industries Limited0.66%
  • Honeywell Automation India Limited0.46%
  • Net Receivables Payables-0.08%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Child Care Fund - Gift PlanICICI Prudential Child Care Fund - Gift Plan

OTHER

Very High

47.51%

HDFC Children's Gift FundHDFC Children's Gift Fund

OTHER

Very High

31.08%

Tata Young Citizen FundTata Young Citizen Fund

OTHER

Very High

25.62%

LIC MF Children's Gift Fund - GrowthLIC MF Children's Gift Fund - Growth

OTHER

Very High

22.54%

UTI Children's Hybrid FundUTI Children's Hybrid Fund

OTHER

High

18.42%

SBI Magnum Children's Benefit Fund - Savings PlanSBI Magnum Children's Benefit Fund - Savings Plan

OTHER

Moderately High

15.62%

Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - GrowthAxis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth

OTHER

High

15.07%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Child Care Fund - Gift PlanICICI Prudential Child Care Fund - Gift Plan

OTHER

Very High

43.25%

Tata Young Citizen FundTata Young Citizen Fund

OTHER

Very High

32.82%

HDFC Children's Gift FundHDFC Children's Gift Fund

OTHER

Very High

27.82%

LIC MF Children's Gift Fund - GrowthLIC MF Children's Gift Fund - Growth

OTHER

Very High

25.69%

SBI Magnum Children's Benefit Fund - Savings PlanSBI Magnum Children's Benefit Fund - Savings Plan

OTHER

Moderately High

18.20%

Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - GrowthAxis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth

OTHER

High

17.26%

UTI Children's Hybrid FundUTI Children's Hybrid Fund

OTHER

High

16.26%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Child Care Fund - Gift PlanICICI Prudential Child Care Fund - Gift Plan

OTHER

Very High

20.16%

HDFC Children's Gift FundHDFC Children's Gift Fund

OTHER

Very High

19.49%

Tata Young Citizen FundTata Young Citizen Fund

OTHER

Very High

18.18%

SBI Magnum Children's Benefit Fund - Savings PlanSBI Magnum Children's Benefit Fund - Savings Plan

OTHER

Moderately High

12.82%

LIC MF Children's Gift Fund - GrowthLIC MF Children's Gift Fund - Growth

OTHER

Very High

11.26%

UTI Children's Hybrid FundUTI Children's Hybrid Fund

OTHER

High

10.66%

Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - GrowthAxis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth

OTHER

High

9.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Tata Young Citizen FundTata Young Citizen Fund

OTHER

Very High

17.03%

HDFC Children's Gift FundHDFC Children's Gift Fund

OTHER

Very High

16.62%

ICICI Prudential Child Care Fund - Gift PlanICICI Prudential Child Care Fund - Gift Plan

OTHER

Very High

15.01%

LIC MF Children's Gift Fund - GrowthLIC MF Children's Gift Fund - Growth

OTHER

Very High

12.19%

Axis Children's Gift Fund - Compulsory Lock-in - Regular Plan - GrowthAxis Children's Gift Fund - Compulsory Lock-in - Regular Plan - Growth

OTHER

High

11.53%

SBI Magnum Children's Benefit Fund - Savings PlanSBI Magnum Children's Benefit Fund - Savings Plan

OTHER

Moderately High

10.78%

UTI Children's Hybrid FundUTI Children's Hybrid Fund

OTHER

High

9.35%

Fund Managers

AP

Mr. Atul PenkarFund Manager/Analyst

Mr. Atul Penkar has more than 9 years Of experience in Research

HS

Mr. Harshil SuvarnkarFund Manager - Fixed Income

Mr. Harshil Suvarnkar has an overall experience of 10 years in the financial services industry. Prior to joining ABSLAMC he was associated with Indiabulls HousingFinance Limited for 10 years as Head -Markets, Treasury handling treasury investments, Asset Liability Management (ALM) and capital market borrowing.

Get your latest Credit Score, FREE

Compare with similar Funds

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

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

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money