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: 2.17% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,115.99 Cr As on 29-08-2025(Source:AMFI) |
| Turn over: 68% | Exit Load: Nil |
19.79
0.12 (0.6064%)
10.8%
Benchmark: 12.42%
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 | 12.98 |
| Sharpe Ratio | 0.5 |
| Alpha | -2.27 |
| Beta | 0.94 |
| 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 | -2.85 | 12.29 | 14.35 | 13.3 | - |
| SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth | 05-09-2020 | 4.77 | 22.95 | 23.13 | - | - |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | 25-01-2002 | 3.11 | 11.88 | 12.37 | 13.32 | 11.64 |
| ICICI Prudential Childrens Fund - Regular Plan | 20-08-2001 | 1.99 | 19.28 | 18.76 | 18.91 | 12.69 |
| Union Childrens Fund - Regular Plan - Growth Option | 19-12-2023 | 0.08 | - | - | - | - |
| HDFC Childrens Fund - Growth Plan | 02-03-2001 | -0.94 | 12.63 | 15.39 | 18.01 | 13.45 |
| UTI Childrens Equity Fund - Regular Plan - Growth Option | 17-02-2004 | -5.32 | 12.98 | 13.06 | 17.59 | 12.38 |
| Tata Childrens Fund -Regular Plan-Growth Option | 14-10-1995 | -5.61 | 11.25 | 14.52 | 18.09 | 11.07 |
| LIC MF Childrens Fund-Regular Plan-Growth | 16-10-2001 | -5.97 | 10.14 | 12.05 | 12.84 | 8.67 |
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
Small Cap
27.07%
Others
1.04%
Large Cap
59.13%
Mid Cap
12.77%
