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Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
Equity
Flexi Cap
Moderately High Risk
+16.14%
3Y annualised
+0.22% 1D
NAV: 16 Jan '26
₹22.88
Min. SIP amount
₹500
Fund size
₹1,205.55 Cr
Expense ratio
1.06%
Return calculator
Monthly SIP
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹54,986 | -8.36% | |
| 3 years | ₹1,80,000 | ₹2,04,293 | +13.50% | |
| 5 years | ₹3,00,000 | ₹3,92,404 | +30.80% |
Holdings (69)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.79% |
| HDFC Bank Ltd. | Financial | Equity | 4.94% |
| Reliance Industries Ltd. | Energy | Equity | 4.31% |
| Infosys Ltd. | Technology | Equity | 3.70% |
| Bharti Airtel Ltd. | Communication | Equity | 2.92% |
| Axis Bank Ltd. | Financial | Equity | 2.85% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.75% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.37% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.13% |
| AU Small Finance Bank Ltd. | Financial | Equity | 2.13% |
| Shriram Finance Ltd | Financial | Equity | 1.98% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.98% |
| Meesho Ltd. | Services | Equity | 1.96% |
| State Bank of India | Financial | Equity | 1.89% |
| Tech Mahindra Ltd. | Technology | Equity | 1.85% |
| Eternal Ltd. | Services | Equity | 1.79% |
| Inventurus Knowledge Solutions Ltd. | Services | Equity | 1.73% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 1.58% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.54% |
| LTIMindtree Ltd. | Technology | Equity | 1.51% |
| Ambuja Cements Ltd. | Construction | Equity | 1.50% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.46% |
| Welspun Corp Ltd. | Metals & Mining | Equity | 1.46% |
| Vedanta Ltd. | Metals & Mining | Equity | 1.45% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.37% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 1.29% |
| UPL Ltd. | Chemicals | Equity | 1.27% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 1.27% |
| Dabur India Ltd. | Consumer Staples | Equity | 1.25% |
| V-Guard Industries Ltd. | Consumer Discretionary | Equity | 1.23% |
| SAMHI Hotels Ltd. | Services | Equity | 1.20% |
| CESC Ltd. | Energy | Equity | 1.20% |
| Max Financial Services Ltd. | Financial | Equity | 1.18% |
| Grasim Industries Ltd. | Construction | Equity | 1.17% |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 1.16% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.15% |
| Bajaj Finance Ltd. | Financial | Equity | 1.13% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.10% |
| MAS Financial Services Ltd. | Financial | Equity | 1.09% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.06% |
| Indusind Bank Ltd. | Financial | Equity | 1.05% |
| Thyrocare Technologies Ltd. | Healthcare | Equity | 1.04% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 0.98% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.95% |
| Tata Power Company Ltd. | Energy | Equity | 0.94% |
| Jubilant Pharmova Ltd. | Healthcare | Equity | 0.94% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.93% |
| BlueStone Jewellery and Lifestyle Ltd. | Consumer Discretionary | Equity | 0.91% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.87% |
| Minda Corporation Ltd. | Automobile | Equity | 0.87% |
| Gokaldas Exports Ltd. | Textiles | Equity | 0.87% |
| Trent Ltd. | Services | Equity | 0.86% |
| Cyient Ltd. | Technology | Equity | 0.85% |
| Thermax Ltd. | Capital Goods | Equity | 0.83% |
| REC Ltd. | Financial | Equity | 0.81% |
| Timken India Ltd. | Capital Goods | Equity | 0.79% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.77% |
| Nazara Technologies Ltd. | Technology | Equity | 0.77% |
| Cello World Ltd. | Consumer Discretionary | Equity | 0.74% |
| City Union Bank Ltd. | Financial | Equity | 0.72% |
| Bank of Maharashtra | Financial | Equity | 0.62% |
| Greenply Industries Ltd. | Consumer Staples | Equity | 0.61% |
| Go Fashion (India) Ltd. | Services | Equity | 0.60% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 0.58% |
| Tata Motors Ltd. | Automobile | Equity | 0.50% |
| Arvind Ltd. | Textiles | Equity | 0.45% |
| Devyani International Ltd. | Services | Equity | 0.42% |
| Cyient DLM Ltd. | Capital Goods | Equity | 0.27% |
| VIP Industries Ltd. | Consumer Discretionary | Equity | 0.24% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +10.2% | +16.1% | +12.1% | +12.7% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 27 | 49 | 52 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | +4.39% | +22.56% | 4,723.38 | |
HDFC Flexi Cap Direct Plan Growth | +14.50% | +22.44% | 96,294.99 | |
Parag Parikh Flexi Cap Fund Direct Growth | +9.07% | +22.10% | 1,33,308.62 | |
HSBC Flexi Cap Fund Direct Growth | +5.88% | +20.36% | 5,227.12 | |
Franklin India Flexi Cap Fund Direct Growth | +7.10% | +18.96% | 19,971.64 | |
| Compare | ||||
Fund management
CKChanchal KhandelwalOct 2024 - PresentView details
CK
Chanchal Khandelwal
Oct 2024 - Present
View details
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
About Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth
Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Chanchal Khandelwal is the Current Fund Manager of Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,30,736 Cr and the Latest NAV as of 16 Jan 2026 is ₹22.88.
The Aditya Birla Sun Life Bal Bhavishya Yojna Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500.
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Investment Objective
The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#4 in India
Total AUM₹4,30,735.61 Cr
Date of Incorporation23 Dec 1994
Launch Date23 Dec 1994
AddressOne World Center, Tower 1, 17th Floor, Jupiter Mill CompoundSenapati Bapat Marg, Elphinstone Road Mumbai 400013
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,