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Aditya Birla Sun Life Bal Bhavishya Yojna Direct growth
Hybrid • Childrens • Direct growth
Insufficient fund history to generate its report card
Average credit rating
Not Rated
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Childrens
Direct growth
Launched On
12 Feb 2019
7.1 years ago
Lock-in Period
5 years
NAV
as of 31 Mar 2026
₹19.9
NA
AUM
₹1,170 Cr
Expense ratio
1.07%
Benchmark
Nifty 500
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Market capital
Equity99.52%
Cash0.48%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Basic Materials
Healthcare
Technology
Fund House
Aditya Birla Sun Life
Inc: 22 Apr 1994 • Total AUM: ₹3,90,616 Cr • Rank #5Aditya Birla Sun Life Mutual Fund, started in 1994, has Aditya Birla Capital Limited ("ABCL") as its sponsor. The fund house is headed by A. Balasubramanian as the CEO. As of 31 March 2024, it has an AUM of ₹315,239.30 Cr. It functions under the holding company Sun Life Financial Inc., with 78.9 lakh investor folios and a presence in over 290 locations across the country as of 30 September 2023.
Fund Managers
Chanchal Khandelwal
Experience: 10.59 yrs • Total AUM: 1,13,275 Cr
Harshil Suvarnkar
Experience: 5.02 yrs • Total AUM: 3,77,352 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.