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Aditya Birla Sun Life Bal Bhavishya Yojna
Flexi CapRank #29
2/5
NAV (2026-09-11)
₹20.8
AUM
₹1,266.45 Cr
Exp. Ratio: 2.27%
RISK LEVEL
Very High
Returns & Performance
1 Year4.73%2.62% vs cat avgRank #20
3 Year9.34%0.84% vs cat avgRank #31
5 Year8.26%1.65% vs cat avgRank #29
Since Launch10.14%5.15% vs cat avg
Fund vs Category Average
1Y
4.73%+2.62%
3Y
9.34%-0.84%
5Y
8.26%-1.65%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
Cons
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.27%)
✖1Y category rank outside top 15 (#20)
✖Overall rank #29 in category
✖Returns since launch below category avg
ISININF209KB1E76
NAV₹20.8
NAV Date2026-09-11
AUM₹1,266.45 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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Aditya Birla Sun Life Bal Bhavishya Yojna is ₹20.8 as of 2026-09-11.
Aditya Birla Sun Life Bal Bhavishya Yojna is classified as a Flexi Cap fund.
Aditya Birla Sun Life Bal Bhavishya Yojna is managed by Aditya Birla Sun Life Mutual Fund.
The Assets Under Management (AUM) of Aditya Birla Sun Life Bal Bhavishya Yojna is ₹1,266.45 Cr.
The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna is 2.27%.
Aditya Birla Sun Life Bal Bhavishya Yojna is managed by Chanchal Khandelwal.
The minimum SIP investment for Aditya Birla Sun Life Bal Bhavishya Yojna is ₹500.
As per the SEBI Riskometer, Aditya Birla Sun Life Bal Bhavishya Yojna carries a Very High risk level.
Aditya Birla Sun Life Bal Bhavishya Yojna has delivered 4.73% (1Y), 9.34% (3Y) and 8.26% (5Y) annualised returns as of 2026-09-11.
Aditya Birla Sun Life Bal Bhavishya Yojna was launched on 1994-12-23.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
