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Mutual Funds

Aditya Birla Sun Life Bal Bhavishya Yojna

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Aditya Birla Sun Life Bal Bhavishya Yojna

Flexi CapRank #26
2/5

NAV (2026-07-14)

20.65

AUM

₹1,208.19 Cr

Exp. Ratio: 2.27%

RISK LEVEL

Very High

Returns & Performance

1 Year3.56%2.56% vs cat avgRank #15
3 Year11.16%1.29% vs cat avgRank #36
5 Year9.09%2.39% vs cat avgRank #28
Since Launch10.26%--

Fund vs Category Average

1Y
3.56%+2.56%
3Y
11.16%-1.29%
5Y
9.09%-2.39%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Decent 1Y category rank (#15)

Cons

3Y returns below category average
5Y returns below category average
Higher expense ratio (2.27%)
Overall rank #26 in category
ISININF209KB1E76
NAV₹20.65
NAV Date2026-07-14
AUM₹1,208.19 Cr
Expense Ratio2.27%
RiskVery High
Rating2 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-12-23

INVESTMENT OBJECTIVE

The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Chanchal Khandelwal

Mr. Khandelwal has done B.Com.(H) and MBA (Finance)

Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.

Top Holdings

Holdings data not available for this scheme