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May 15, 2026


Category Others
AUM (Cr.) 1,175.44
Exit Load (%) 0.00
Min Inv Lumpsum 1,000
Expense Ratio 1.88
Sharpe Ratio 4.03
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) 0.25 -3.95 2.23 12.72 9.72 9.8
Benchmark - Nifty 500 TRI -0.22 -5.26 -0.14 14.26 13.7 0
Category Average - BEST ETFS/INDEX 0.13 -4.18 0.48 11.75 11.66 11.17
Category Rank 4/4 6/4 6/4 4/4 5/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Children`s Fund - Regular 325.4300 0.16 2.78 16.34 14.27 1,412.21 2.82 5,000.00 invest
Tata Children`s Fund (After 7 Years) 55.7056 0.15 -8.68 8.65 10.21 331.17 2.46 500.00 invest
LIC MF Children`s Fund 31.6449 0.09 -0.40 9.37 8.79 14.85 2.39 5,000.00 invest
HDFC Children`s Fund - Regular (G) 278.2070 -0.02 -4.33 9.85 11.89 10,151.93 1.74 100.00 invest
SBI Children`s Fund - Investment Plan-Reg (G) 45.7575 -0.61 13.95 22.90 24.86 6,114.10 3.22 5,000.00 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-ICICI Bank Apr 30, 2026 65.68 5.59 -8.38
Equity-Reliance Industr Apr 30, 2026 47.37 4.03 2.65
Equity-HDFC Bank Apr 30, 2026 46.40 3.95 -13.07
Equity-Axis Bank Apr 30, 2026 34.36 2.92 -8.35
Equity-Infosys Apr 30, 2026 32.65 2.78 -9.10
Equity-Bharti Airtel Apr 30, 2026 31.57 2.69 0.40
Reverse Repo-C C I Apr 30, 2026 31.46 2.68 346.25
Equity-Meesho Apr 30, 2026 29.18 2.48 20.71
Equity-Larsen & Toubro Apr 30, 2026 28.12 2.39 -6.18
Equity-Hindalco Inds. Apr 30, 2026 26.99 2.30 0.64

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