ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct - Growth
A Solution Oriented Scheme by Aditya Birla Sun Life AMC Limited
3Y Returns (CAGR)
12.54%
Expense Ratio
0.96%
as of 01/05/2026
AUM
₹59.97 Cr
Qtr End: Mar 26
NAV
₹22.38
as of 03/06/2026
3Y Returns (CAGR)
12.54%
Expense Ratio
0.96%
as of 01/05/2026
AUM
₹59.97 Cr
Qtr End: Mar 26
NAV
₹22.38
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.19% | 17.84% | 21.43% |
| 6M | -2.57% | -5.07% | 17.61% |
| 1Y | 1.45% | 1.45% | 13.88% |
| 3Y | 42.55% | 12.54% | 14.67% |
| 5Y | 63.00% | 10.27% | 14.26% |
Scheme Details
- Launch Date
- 22/01/2019
- Fund Age
- 7.3 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 | 22.19% | 0.88% | ₹934.58 |
| Union Children's Fund - Direct - Growth | - | 1.32% | ₹1.35 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct - Growth | 12.54% | 0.96% | ₹59.97 |
| SBI CHILDREN'S FUND - SAVINGS PLAN - Direct - Growth | 11.41% | 0.87% | ₹30.66 |
| Axis Children's Fund - Direct - Growth | 8.62% | 1.39% | ₹5.63 |
| Axis Children's Fund - Direct - Growth | 8.48% | 1.39% | ₹15.18 |
| LIC MF Children's Fund - Direct - Growth | 9.19% | 1.51% | ₹1.06 |