
Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan
+8.35%
5Y annualised
+8.35%
5Y annualised
-2.12% 1D
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NAV : 08 Oct 2026
₹22.21
Min. SIP amount
₹500
Fund size (AUM)
1197 Cr
Expense ratio
0.95%
Launched on
11 Feb 2019
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 08 Oct 2026
₹22.21
Min. SIP amount
₹500
Fund size (AUM)
1197 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
Stock Allocation
Fund Composition
Large Cap
51.16%
Mid Cap
17.91%
Small Cap
26.93%
Others
4.00%
Sector Allocation
Bank
16.28%
It
11.79%
Automobile & Ancillaries
8.18%
Retailing
7.04%
Healthcare
6.55%
Capital Goods
4.69%
Fmcg
4.51%
Finance
4.05%
Others
36.92%
Minimum investments
Returns vs rankings
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
Harshil Suvarnkar
Present
Chanchal Khandelwal
Present
Similar/Peer Fund Comparison
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Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan
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FAQs
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