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 (28-11-2025) |
| 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 |
20.42
0.01 (0.049%)
10.97%
Benchmark: 12.41%
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 | 12.86 |
| Sharpe Ratio | 0.62 |
| Alpha | -1.53 |
| 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 | 3.29 | 10.23 | 13.61 | 11.3 | - |
| SBI Childrens Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 3.93 | 20.35 | 22.53 | 28.84 | - |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 3.75 | 13.09 | 16.82 | 15.98 | 12.45 |
| Axis Childrens Fund - Lock in - Regular Growth | 05-12-2015 | 2.24 | 9.71 | 10.34 | 9.94 | 10.1 |
| Axis Childrens Fund - No Lock in - Regular Plan - Growth | 05-12-2015 | 2.24 | 9.71 | 10.34 | 9.94 | 10.1 |
| SBI Childrens Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 1.85 | 10.37 | 11.99 | 11.64 | 11.33 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 1.78 | - | - | - | - |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | 0.13 | 8.95 | 14.0 | 15.33 | 13.63 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 17-02-2004 | 0.13 | 8.94 | 12.4 | 13.36 | 12.78 |
| Tata Childrens Fund -Regular Plan-Growth Option | 14-10-1995 | -1.81 | 6.71 | 12.06 | 14.33 | 11.25 |
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
