ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct - Growth
A Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
15.22%
Expense Ratio
1.07%
as of 01/03/2026
AUM
₹61.45 Cr
Qtr End: Dec 25
NAV
₹22.38
as of 17/04/2026
3Y Returns (CAGR)
15.22%
Expense Ratio
1.07%
as of 01/03/2026
AUM
₹61.45 Cr
Qtr End: Dec 25
NAV
₹22.38
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.84% | -7.17% | 22.78% |
| 6M | -1.37% | -2.71% | 16.93% |
| 1Y | 8.01% | 8.01% | 14.24% |
| 3Y | 52.97% | 15.22% | 14.48% |
| 5Y | 72.95% | 11.58% | 14.16% |
Scheme Details
- Launch Date
- 22/01/2019
- Fund Age
- 7.2 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 | 24.02% | 0.85% | ₹853.74 |
| Union Children's Fund - Direct - Growth | - | 1.32% | ₹1.36 |
| SBI CHILDREN'S FUND - SAVINGS PLAN - Direct - Growth | 12.10% | 0.87% | ₹29.18 |
| Axis Children's Fund - Direct - Growth | 10.81% | 1.38% | ₹5.79 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct - Growth | 15.22% | 1.07% | ₹61.45 |
| Axis Children's Fund - Direct - Growth | 10.66% | 1.38% | ₹15.33 |
| Tata Childrens Fund - Direct - Growth | 9.87% | 1.99% | ₹13.93 |