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Aug 11, 2026


Category Others
AUM (Cr.) 1,208.19
Exit Load (%) 0.00
Min Inv Lumpsum 1,000
Expense Ratio 2.33
Sharpe Ratio 3.12
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) 2.56 3.71 9.09 11.89 9.81 10.57
Benchmark - Nifty 500 TRI 1.89 0.6 6.84 13.01 12.45 0
Category Average - BEST ETFS/INDEX 1.49 2.51 5.9 11 10.4 11.82
Category Rank 4/4 2/4 5/4 5/4 5/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
LIC MF Children`s Fund 35.1214 0.71 10.46 10.63 8.99 15.57 2.39 5,000.00 invest
HDFC Children`s Fund - Regular (G) 293.7810 0.26 1.30 8.87 10.79 10,487.87 1.80 100.00 invest
SBI Children`s Fund - Investment Plan-Reg (G) 50.1378 -0.04 20.04 21.29 21.10 6,944.25 2.11 5,000.00 invest
Union Children`s Fund - Regular (IDCW) 11.3500 -0.09 7.28 0.00 0.00 89.83 2.60 1,000.00 invest
ICICI Pru Children`s Fund - Regular 332.0300 -0.46 2.37 13.68 12.43 1,417.49 3.02 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 Jul 31, 2026 74.62 6.00 4.38
Equity-HDFC Bank Jul 31, 2026 44.98 3.62 -6.24
Equity-Reliance Industr Jul 31, 2026 43.30 3.48 1.07
Equity-Axis Bank Jul 31, 2026 33.31 2.68 -8.63
Equity-Bharti Airtel Jul 31, 2026 32.99 2.66 6.48
Equity-Infosys Jul 31, 2026 31.22 2.51 12.96
Equity-SBI Jul 31, 2026 26.46 2.13 0.05
Equity-Hindalco Inds. Jul 31, 2026 25.34 2.04 1.87
Equity-Shriram Finance Jul 31, 2026 25.12 2.02 0.44
Equity-Meesho Jul 31, 2026 24.78 1.99 -5.31

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