Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Childrens Fund |
| Launch Date: 05-02-2019 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| TER: 2.16% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,205.55 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 68% | Exit Load: Nil |
20.23
0.46 (2.2739%)
10.6%
Benchmark: 12.35%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
he investment objective of the scheme 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 Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.71 |
| Sharpe Ratio | 0.68 |
| Alpha | -1.63 |
| Beta | 0.95 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | 05-02-2019 | 11.09 | 8.62 | 14.7 | 10.0 | - |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 12.83 | - | - | - | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 9.85 | 9.81 | 18.13 | 14.4 | 13.15 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 9.84 | 9.97 | - | - | - |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 7.85 | 16.71 | 20.93 | 26.8 | - |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 6.71 | 9.37 | 11.0 | 9.19 | 10.32 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 6.71 | 9.37 | 11.0 | 9.19 | 10.32 |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 5.42 | 7.14 | 14.11 | 14.04 | 14.08 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 4.93 | 8.99 | 12.13 | 11.27 | 11.51 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 17-02-2004 | 4.88 | 7.35 | 13.4 | 11.32 | 13.48 |
Scheme Characteristics
Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.
Riskometer
PORTFOLIO
Market Cap Distribution
Scheme Documents
There are no scheme documents available
