Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Aditya Birla Sun Life Bal Bhavishya Yojna Growth
+11.19%
3Y annualised
-0.14% 1D
NAV: 16 Jul '26
₹20.68
Min. for SIP
₹500
Fund size (AUM)
₹1,208.19 Cr
Expense ratio
2.27%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,399 | +4.66% | |
| 1 year | ₹60,000 | ₹62,306 | +3.84% | |
| 3 years | ₹1,80,000 | ₹2,00,555 | +11.42% | |
| 5 years | ₹3,00,000 | ₹3,83,639 | +27.88% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial | Equity | 5.92% |
| HDFC Bank Ltd | Financial | Equity | 3.97% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.55% |
| Axis Bank Ltd | Financial | Equity | 3.02% |
| Bharti Airtel Ltd | Technology | Equity | 2.56% |
| Welspun Corp Ltd | Materials | Equity | 2.39% |
| Infosys Ltd | Technology | Equity | 2.29% |
| State Bank of India | Financial | Equity | 2.19% |
| Meesho Ltd. | Consumer Discretionary | Equity | 2.17% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 2.07% |
| Hindalco Industries Ltd | Materials | Equity | 2.06% |
| Trent Ltd | Consumer Discretionary | Equity | 1.96% |
| AU Small Finance Bank Ltd | Financial | Equity | 1.78% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.72% |
| Zomato Ltd | Technology | Equity | 1.70% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 1.69% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 1.67% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.64% |
| Inventurus Knowledge Solutions Ltd. | Industrials | Equity | 1.63% |
| Tech Mahindra Ltd | Technology | Equity | 1.63% |
| Varun Beverages Ltd | Consumer Staples | Equity | 1.60% |
| KFin Technologies Ltd | Financial | Equity | 1.46% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.45% |
| Dabur India Ltd | Consumer Staples | Equity | 1.40% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 1.37% |
| Reverse Repo | Unspecified | Reverse Repo | 1.29% |
| Grasim Industries Ltd | Materials | Equity | 1.28% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 1.27% |
| UPL Ltd | Materials | Equity | 1.27% |
| Century Plyboards (India) Ltd | Materials | Equity | 1.24% |
| PB Fintech Ltd | Financial | Equity | 1.21% |
| Arvind Ltd | Consumer Discretionary | Equity | 1.21% |
| CESC Ltd | Energy & Utilities | Equity | 1.20% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.18% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 1.17% |
| Sumitomo Chemical India Ltd | Materials | Equity | 1.15% |
| Bajaj Finance Ltd | Financial | Equity | 1.15% |
| SAMHI Hotels Ltd. | Consumer Discretionary | Equity | 1.15% |
| Ambuja Cements Ltd | Materials | Equity | 1.13% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.12% |
| Indusind Bank Ltd | Financial | Equity | 1.12% |
| V-Guard Industries Ltd | Industrials | Equity | 1.12% |
| Max Financial Services Ltd | Financial | Equity | 1.11% |
| KPIT Technologies Ltd | Technology | Equity | 1.11% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.09% |
| Minda Corporation Ltd | Consumer Discretionary | Equity | 1.06% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.04% |
| Mas Financial Services Ltd | Financial | Equity | 1.04% |
| Greenply Industries Ltd | Materials | Equity | 1.03% |
| Gokaldas Exports Ltd | Consumer Discretionary | Equity | 1.02% |
| Tata Motors Ltd | Industrials | Equity | 1.02% |
| One 97 Communications Ltd | Industrials | Equity | 0.99% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 0.97% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.97% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.92% |
| Timken India Ltd | Industrials | Equity | 0.91% |
| Tata Chemicals Ltd | Materials | Equity | 0.89% |
| LTIMindtree Ltd | Technology | Equity | 0.88% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.88% |
| United Breweries Ltd | Consumer Staples | Equity | 0.87% |
| Jubilant Pharmova Ltd | Healthcare | Equity | 0.85% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 0.77% |
| Vedanta Aluminium Metal Ltd | Materials | Equity | 0.76% |
| Balrampur Chini Mills Ltd | Consumer Staples | Equity | 0.72% |
| Cyient Ltd | Technology | Equity | 0.66% |
| Persistent Systems Ltd | Technology | Equity | 0.62% |
| Dr. Lal Pathlabs Ltd | Healthcare | Equity | 0.55% |
| Container Corporation Of India Ltd | Industrials | Equity | 0.51% |
| Cello World Ltd. | Consumer Discretionary | Equity | 0.51% |
| Devyani International Ltd | Consumer Discretionary | Equity | 0.50% |
| Bharat Bijlee Ltd | Industrials | Equity | 0.48% |
| Net Receivables | Unspecified | Net Receivables | 0.11% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +2.6% | +11.2% | +9.0% | +10.3% |
| Category average (Equity Flexi Cap) | +2.2% | +16.0% | +15.6% | -- |
| Rank (Equity Flexi Cap) | 17 | 36 | 28 | -- |
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) | |
|---|---|---|---|---|
 | +1.79% | +16.68% | 1,06,495.63 | |
 | +1.53% | +15.68% | 5,633.43 | |
| +6.18% | +15.18% | 26,726.75 | |
 | -2.11% | +13.68% | 1,43,388.43 | |
 | -3.18% | +13.34% | 19,274.14 | |
| Compare | ||||
Fund management
HSHarshil SuvarnkarMar 2021 - PresentView details
HS
Harshil Suvarnkar
Mar 2021 - Present
View details
CKChanchal KhandelwalOct 2024 - PresentView details
CK
Chanchal Khandelwal
Oct 2024 - Present
View details
About Aditya Birla Sun Life Bal Bhavishya Yojna Growth
Aditya Birla Sun Life Bal Bhavishya Yojna 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. Harshil Suvarnkar is the Current Fund Manager of Aditya Birla Sun Life Bal Bhavishya Yojna Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,25,621 Cr and the Latest NAV as of 16 Jul 2026 is ₹20.68.
The Aditya Birla Sun Life Bal Bhavishya Yojna Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹1,000.
;
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₹4,25,620.68 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
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,