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Jul 20, 2026


Category Others
AUM (Cr.) 1,208.19
Exit Load (%) 0.00
Min Inv Lumpsum 1,000
Expense Ratio 2.33
Sharpe Ratio 1.29
Beta Ratio 0.00
Fund Manager Chanchal Khandelwal
Inception Date Feb 11, 2019
Risk Level Very High

Investment Objective

The investment objective of the Wealth Plan 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.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL Bal Bhavishya Yojna - Reg (G) 1.72 3.8 3.54 10.93 9.4 10.31
Benchmark - Nifty 500 TRI 1.21 -0.11 0.62 12.5 12.29 0
Category Average - BEST ETFS/INDEX 1.29 3.59 1.6 10.44 10.63 11.64
Category Rank 1/4 2/4 6/4 5/4 5/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Baroda BNP Paribas Children`s Fund - Regular (G) 11.1260 0.29 5.22 0.00 0.00 121.28 2.80 1,000.00 invest
Baroda BNP Paribas Children`s Fund - Regular (IDCW) 11.1260 0.29 5.22 0.00 0.00 121.28 2.80 1,000.00 invest
LIC MF Children`s Fund 33.3865 0.28 1.01 8.47 8.51 15.57 2.39 5,000.00 invest
SBI Children`s Fund - Investment Plan-Reg (G) 49.5660 0.03 14.22 21.31 22.25 6,944.25 2.11 5,000.00 invest
HDFC Children`s Fund - Regular (G) 291.1180 -0.51 -1.89 8.40 10.93 10,487.87 1.80 100.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Welspun Corp Jun 30, 2026 28.92 2.39 5.00
Equity-Bharti Airtel Jun 30, 2026 30.99 2.56 1.26
Equity-Reliance Industr Jun 30, 2026 42.84 3.55 -2.07
Equity-Shriram Finance Jun 30, 2026 25.01 2.07 10.03
Equity-SBI Jun 30, 2026 26.44 2.19 17.93
Equity-Infosys Jun 30, 2026 27.64 2.29 -13.83
Equity-ICICI Bank Jun 30, 2026 71.49 5.92 9.46
Equity-Axis Bank Jun 30, 2026 36.45 3.02 4.59
Equity-HDFC Bank Jun 30, 2026 47.98 3.97 7.17
Equity-Meesho Jun 30, 2026 26.17 2.17 4.96

latest news

SCHEME DETAILS

AMC Name
Aditya Birla Sun Life Mutual Fund
Fund Name
Aditya Birla SL Bal Bhavishya Yojna - Reg (G)
Contact Person
Chanchal Khandelwal
Registered Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Telephone No
022 43568000 / 022 43568008
Fax No.
022 43568110/8111
Email
abslamc.cs:adityabirlacapital.com
Website
https://mutualfund.adityabirlacapital.com