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Feb 24, 2026


Category

Others

AUM (Cr.)

1,170.48

Exit Load (%)

0.00

Min Inv Lumpsum

1,000

Expense Ratio

2.16

Sharpe Ratio

5.90

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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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Aditya Birla SL Bal Bhavishya Yojna - Reg (G) 0.2 0.15 14.11 14.81 8.91 10.2
Benchmark - Nifty 500 TRI 3.51 2.43 14.58 18.11 15.04 0
Category Average - BEST ETFS/INDEX 1.96 -0.02 10.89 14.07 12.23 11.91
Category Rank 1/3 6/3 5/3 5/3 4/3 3/3
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Children`s Fund - Savings Plan-Reg (G) 111.1606 0.17 7.21 12.51 11.30 132.18 1.23 5,000.00 invest
UTI-Children`s Hybrid Fund - (Scholarship) 40.4227 -0.38 6.89 9.67 8.59 4,436.92 1.75 1,000.00 invest
UTI-Children`s Hybrid Fund - (G) 40.4227 -0.38 6.89 9.67 8.59 4,436.92 1.75 1,000.00 invest
SBI Children`s Fund - Investment Plan-Reg (G) 43.4694 -0.42 15.71 22.56 26.52 5,175.56 1.82 5,000.00 invest
UTI-Children`s Equity Fund - (IDCW) 83.1011 -1.08 9.34 13.59 10.76 1,133.75 2.23 1,000.00 invest

Asset Allocation

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-Bharti Airtel Jan 31, 2026 32.94 2.81 -6.50
Equity-Meesho Jan 31, 2026 26.31 2.25 11.37
Equity-Larsen & Toubro Jan 31, 2026 27.55 2.35 -3.70
Equity-Reliance Industr Jan 31, 2026 46.20 3.95 -11.14
Equity-Hindalco Inds. Jan 31, 2026 27.92 2.39 8.56
Equity-Infosys Jan 31, 2026 45.34 3.87 1.58
Equity-ICICI Bank Jan 31, 2026 70.44 6.02 0.90
Equity-Maruti Suzuki Jan 31, 2026 29.01 2.48 -12.57
Equity-Axis Bank Jan 31, 2026 37.12 3.17 7.96
Equity-HDFC Bank Jan 31, 2026 55.87 4.77 -6.25

latest news

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 20 February 2026 as the rec...

Feb 19, 2026 10:38

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

Aditya Birla Sun Life Mutual Fund has announced 23 January 2026 as the reco...

Jan 21, 2026 10:29

Aditya Birla Sun Life Mutual Fund announces change in Key Personnel

Aditya Birla Sun Life Mutual Fund has been announced that Ms. Sneha Suhas w...

Jan 08, 2026 10:33

Aditya Birla Sun Life Mutual Fund announces change in fund manager under its schemes

Aditya Birla Sun Life Mutual Fund has announced change in fund manager unde...

Jan 08, 2026 10:07

Aditya Birla Sun Life MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme

Aditya Birla Sun Life Mutual Fund has announced 01 January 2026 as the reco...

Dec 30, 2025 10:29

Aditya Birla Sun Life Mutual Fund announces change in scheme name

Aditya Birla Sun Life Mutual Fund has announced change in scheme name under...

Dec 26, 2025 12:51

SCHEME DETAILS

AMC Name : Aditya Birla Sun Life Mutual Fund
Fund Name : Aditya Birla SL Bal Bhavishya Yojna - Reg (G)
Contact Persone : 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