ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct - Growth
A Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
17.05%
Expense Ratio
1.07%
as of 01/02/2026
AUM
₹61.45 Cr
Qtr End: Dec 25
NAV
₹21.81
as of 02/03/2026
3Y Returns (CAGR)
17.05%
Expense Ratio
1.07%
as of 01/02/2026
AUM
₹61.45 Cr
Qtr End: Dec 25
NAV
₹21.81
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹15.3k
Abs. Returns52.6%
CAGR15.2%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.72% | -17.58% | 12.05% |
| 6M | -0.46% | -0.91% | 10.28% |
| 1Y | 13.12% | 13.12% | 12.61% |
| 3Y | 60.37% | 17.05% | 13.46% |
| 5Y | 64.11% | 10.41% | 13.70% |
Scheme Details
- Launch Date
- 22/01/2019
- Fund Age
- 7.1 years
- Minimum Investment
- ₹1,000
- Fund House
- Aditya Birla Sun Life Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Childrenâs Fund (Solution Oriented Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| SBI Children's Fund - Investment Plan - Direct - Growth | 23.82% | 0.82% | ₹853.74 |
| SBI CHILDREN'S FUND - SAVINGS PLAN - Direct - Growth | 12.89% | 0.85% | ₹29.18 |
| Union Children's Fund - Direct - Growth | - | 1.17% | ₹1.36 |
| Axis Children's Fund - Direct - Growth | 13.25% | 1.39% | ₹5.79 |
| Axis Children's Fund - Direct - Growth | 13.08% | 1.39% | ₹15.33 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct - Growth | 17.05% | 1.07% | ₹61.45 |
| Tata Childrens Fund - Direct - Growth | 12.96% | 1.99% | ₹13.93 |