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: 1,202.81 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 68% | Exit Load: Nil |
20.34
-0.03 (-0.1475%)
10.79%
Benchmark: 12.38%
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 | 8.6 | 8.92 | 14.43 | 10.03 | - |
| Baroda BNP Paribas Childrens Fund - Regular Plan - Growth Option | 31-12-2024 | 12.0 | - | - | - | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 9.32 | 11.14 | 17.34 | 14.38 | 12.61 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 6.52 | 9.81 | - | - | - |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 5.71 | 9.11 | 11.09 | 9.25 | 10.2 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 5.71 | 9.11 | 11.09 | 9.25 | 10.2 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 17-02-2004 | 4.5 | 7.42 | 13.52 | 11.65 | 13.14 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 4.3 | 9.46 | 12.12 | 11.19 | 11.25 |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 3.4 | 19.09 | 22.05 | 27.07 | - |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 3.12 | 7.65 | 14.37 | 14.31 | 13.73 |
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
