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Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan

Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan

Solution OrientedDirect GrowthHigh Risk

+11.28%

5Y annualised

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NAV : 28 Aug 2026

₹23.97

Min. SIP amount

₹500

Fund size (AUM)

1242 Cr

Expense ratio

0.95%

Launched on

11 Feb 2019

Lock-in period

5Y

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,54,872

Stock Allocation

Stock nameSectorAllocation
Kotak Mahindra Bank LimitedBank19.15%
Icici Bank LimitedBank4.08%
Hdfc Bank LimitedBank3.09%

Fund Composition

1242 Cr

Large Cap

50.49%

Mid Cap

18.13%

Small Cap

27.41%

Others

3.97%

Sector Allocation

1242 Cr

Bank

34.29%

It

8.03%

Healthcare

5.56%

Capital Goods

5.01%

Retailing

4.77%

Finance

4.75%

Automobile & Ancillaries

4.66%

Fmcg

4.17%

Others

27.56%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

HS

Harshil Suvarnkar

Present

CK

Chanchal Khandelwal

Present

Similar/Peer Fund Comparison

Fund name
S

SBI Children's Fund-Investment Plan(G)-Direct Plan

+22.36%
L

LIC MF Children’s Fund(G)-Direct Plan

+10.95%
A

Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan

+13.20%
B

Baroda BNP Paribas Children's Fund(G)-Direct Plan

+0.00%
S

SBI Children's Fund-Savings Plan(G)-Direct Plan

+11.82%
A

Axis Children's Fund-Compulsory Lock in(G)-Direct Plan

+10.19%
H

HDFC Children's Fund(Lock in)-Direct Plan

+9.71%
I

ICICI Pru Children's Fund(G)-Direct Plan

+14.24%

FAQs

Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan is a part of Aditya Birla Sun Life AMC Limited, it was incepted on 11 Feb 2019. This fund is managed by Harshil Suvarnkar and Chanchal Khandelwal. It is a Solution Oriented type of fund.

The current NAV of Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan is ₹23.97 (as of 28 Aug 2026).

Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan has delivered 10.87% in 1 year, 13.20% in 3 years, and 11.28% in 5 years (annualised).

The minimum SIP amount for Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan is ₹500.

The expense ratio of Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan is 0.95%.

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