
Aditya Birla SL Bal Bhavishya Yojna(G)-Direct Plan
+11.28%
5Y annualised
+11.28%
5Y annualised
+0.21% 1D
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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
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
Stock Allocation
Fund Composition
Large Cap
50.49%
Mid Cap
18.13%
Small Cap
27.41%
Others
3.97%
Sector Allocation
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
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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FAQs
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