Aditya Birla Sun Life Bal Bhavishya Yojna Growth

Aditya Birla Sun Life Bal Bhavishya Yojna Growth

Equity
Flexi Cap
Moderately High Risk
+14.04%
3Y annualised
-0.73% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Jan '26
₹20.37
Min. SIP amount
Not Supported
Fund size
₹1,205.55 Cr
Expense ratio
2.16%

Holdings (69)

NameSectorInstrumentsAssets
ICICI Bank Ltd.FinancialEquity5.79%
HDFC Bank Ltd.FinancialEquity4.94%
Reliance Industries Ltd.EnergyEquity4.31%
Infosys Ltd.TechnologyEquity3.70%
Bharti Airtel Ltd.CommunicationEquity2.92%
Axis Bank Ltd.FinancialEquity2.85%
Maruti Suzuki India Ltd.AutomobileEquity2.75%
Larsen & Toubro Ltd.ConstructionEquity2.37%
Hindalco Industries Ltd.Metals & MiningEquity2.13%
AU Small Finance Bank Ltd.FinancialEquity2.13%
Shriram Finance LtdFinancialEquity1.98%
Mahindra & Mahindra Ltd.AutomobileEquity1.98%
Meesho Ltd.ServicesEquity1.96%
State Bank of IndiaFinancialEquity1.89%
Tech Mahindra Ltd.TechnologyEquity1.85%
Eternal Ltd.ServicesEquity1.79%
Inventurus Knowledge Solutions Ltd.ServicesEquity1.73%
Rainbow Children's Medicare Ltd.HealthcareEquity1.58%
Varun Beverages Ltd.Consumer StaplesEquity1.54%
LTIMindtree Ltd.TechnologyEquity1.51%
Ambuja Cements Ltd.ConstructionEquity1.50%
Emcure Pharmaceuticals Ltd.HealthcareEquity1.46%
Welspun Corp Ltd.Metals & MiningEquity1.46%
Vedanta Ltd.Metals & MiningEquity1.45%
Century Plyboards (India) Ltd.Consumer StaplesEquity1.37%
Sumitomo Chemical India Ltd.ChemicalsEquity1.29%
UPL Ltd.ChemicalsEquity1.27%
Godrej Consumer Products Ltd.Consumer StaplesEquity1.27%
Dabur India Ltd.Consumer StaplesEquity1.25%
V-Guard Industries Ltd.Consumer DiscretionaryEquity1.23%
SAMHI Hotels Ltd.ServicesEquity1.20%
CESC Ltd.EnergyEquity1.20%
Max Financial Services Ltd.FinancialEquity1.18%
Grasim Industries Ltd.ConstructionEquity1.17%
Samvardhana Motherson International Ltd.AutomobileEquity1.16%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.15%
Bajaj Finance Ltd.FinancialEquity1.13%
Kotak Mahindra Bank Ltd.FinancialEquity1.10%
MAS Financial Services Ltd.FinancialEquity1.09%
United Breweries Ltd.Consumer StaplesEquity1.06%
Indusind Bank Ltd.FinancialEquity1.05%
Thyrocare Technologies Ltd.HealthcareEquity1.04%
Aurobindo Pharma Ltd.HealthcareEquity0.98%
Tata Chemicals Ltd.ChemicalsEquity0.95%
Tata Power Company Ltd.EnergyEquity0.94%
Jubilant Pharmova Ltd.HealthcareEquity0.94%
Bikaji Foods International Ltd.Consumer StaplesEquity0.93%
BlueStone Jewellery and Lifestyle Ltd.Consumer DiscretionaryEquity0.91%
Jindal Steel Ltd.Metals & MiningEquity0.87%
Minda Corporation Ltd.AutomobileEquity0.87%
Gokaldas Exports Ltd.TextilesEquity0.87%
Trent Ltd.ServicesEquity0.86%
Cyient Ltd.TechnologyEquity0.85%
Thermax Ltd.Capital GoodsEquity0.83%
REC Ltd.FinancialEquity0.81%
Timken India Ltd.Capital GoodsEquity0.79%
Aster DM Healthcare Ltd.HealthcareEquity0.77%
Nazara Technologies Ltd.TechnologyEquity0.77%
Cello World Ltd.Consumer DiscretionaryEquity0.74%
City Union Bank Ltd.FinancialEquity0.72%
Bank of MaharashtraFinancialEquity0.62%
Greenply Industries Ltd.Consumer StaplesEquity0.61%
Go Fashion (India) Ltd.ServicesEquity0.60%
Balrampur Chini Mills Ltd.Consumer StaplesEquity0.58%
Tata Motors Ltd.AutomobileEquity0.50%
Arvind Ltd.TextilesEquity0.45%
Devyani International Ltd.ServicesEquity0.42%
Cyient DLM Ltd.Capital GoodsEquity0.27%
VIP Industries Ltd.Consumer DiscretionaryEquity0.24%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+7.1%+14.0%+10.1%+10.8%
Category average (Equity Flexi Cap)+2.2%+16.0%+15.6%--
Rank (Equity Flexi Cap)245550--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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Fund management

CK
Chanchal Khandelwal
Oct 2024 - Present
View details

Education
Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience
Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.

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. Chanchal Khandelwal 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 ₹4,47,582 Cr and the Latest NAV as of 09 Jan 2026 is ₹20.37. The Aditya Birla Sun Life Bal Bhavishya Yojna Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. ;

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₹4,47,581.93 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
CustodianCitibank NA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,