Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth
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Equity, Flexi Cap, Principal at very high risk
1 Year Return 4.26% at 22 Dec 2025 06:26 PM
Fund Details
NAV 20.52
Sub-Type Flexi Cap
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 6.86
Fund Size(in Crores) 1202.85
Fund Performance
1 Month -0.24%
3 Month 1.83%
6 Month 5.6%
1 Year 4.26%
3 Year 13.68%
5 Year 11.4%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (21.49%) Market Cap Large Cap 15.25 Mid Cap 3.27 Small Cap 2.97 Top Sectors Financial 7.27 Healthcare 2.65 Technology 1.96 Automobile 1.35 Communication 1.22 Capital Goods 1.09 Services 1.04 Metals & Mining 0.99 Consumer Discretionary 0.94 Energy 0.92 Consumer Staples 0.63 Materials 0.56 Construction 0.4 Insurance 0.25 Chemicals 0.2 Top Holding Biocon 0.45 ITC 0.12 HDFC Bank 1.95 Axis Bank 0.41 SJS Enterprises 0.55 Whirlpool Of India 0.2 NTPC 0.16 Larsen & Toubro 0.4 Adani Ports and Special Economic Zone 0.39 Cummins India 0.35 SBI Life Insurance Company 0.25 Avenue Supermarts 0.36 Dixon Technologies (India) 0.2 Bajaj Finserv 1.01 The Federal Bank 0.58 Infosys 0.7 Vinati Organics 0.2 Mrs. Bectors Food Specialities 0.17 Abbott India 0.17 SBFC Finance 0.31 Mahindra & Mahindra 0.36 Tech Mahindra 0.69 ICICI Bank 1.66 Godrej Consumer 0.31 Reliance Industries 0.76 Bajaj Auto 0.44 Max Financial Services 0.25 Apollo Hospitals Enterprise 0.33 Amber Enterprises India 0.43 Ultratech Cement 0.56 Sun Pharmaceutical Industries 0.59 Urban Company (UrbanClap) 0.03 Capillary Technologies 0.02 Coforge 0.55 LG Electronics India 0.21 Kaynes Technology India 0.29 Hindalco Industries 0.99 Bharti Airtel 1.22 Fortis Healthcare 0.67 Billionbrains Garage Ventures 0.06 TD Power Systems 0.25 Metropolis Healthcare 0.42 State Bank of India 0.63 V-Guard Industries 0.11 Bajaj Finance 0.41 Eternal 0.29
Debt & Others (78.52%) Sector Allocation Real Estate Investment Trusts 1.04 Non Convertible Debenture 3.66 Certificate of Deposit 2.18 Debt Credit Ratings AAA 31.03 SOV 21.71 AA 9.81 AA+ 7.22 Cash & Call Money 3.53 Debt Category Bajaj Housing Finance 2.33 Tamilnadu State 2.31 REC 2.69 Indian Bank 0.65
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.06% Ret 1Y 6.9% Ret 3Y 11.48% Ret 5Y 9.98%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.34% Ret 1Y 6.79% Ret 3Y 8.86% Ret 5Y 9.26%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -0.38% Ret 1Y 5.0% Ret 3Y 7.99% Ret 5Y 5.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -0.38% Ret 1Y 5.0% Ret 3Y 7.99% Ret 5Y 5.53%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -0.38% Ret 1Y 5.0% Ret 3Y 7.99% Ret 5Y 5.53%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M 0.05% Ret 1Y 6.29% Ret 3Y 7.32% Ret 5Y 6.74%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.16%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Atul Penkar
Education Mr.Penkar is a B.E. (Mechanical) and an MMS.
Experience Prior to joining Aditya Birla Sun Life AMC, he was with Emkay Shares & Stock Brokers Ltd.
Dhaval Joshi
Education Mr. Joshi has done B.Com, M.Com. and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he was associated with Sundaram Mutual Fund, Emkay Global Financial Services and Asit C Mehta Investment Intermediates Ltd..
Chanchal Khandelwal
Education Mr. Khandelwal has done B.Com.(H) and MBA (Finance)
Experience Prior to joining Aditya Birla Sun Life Mutual Fund, he has worked with Aditya Birla Retail Limited and Aditya Birla Management Corporation Ltd.
Harshil Suvarnkar
Education Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.
Experience Prior to Joining Aditya Birla Sun Life MF, he has worked with Indiabulls Housing Finance Limited,
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 28
Date of Incorporation 2019-02-11
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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