July 14, 2026
mayank
Aditya Birla (ABSL) Bal Bhavishya Yojna
| Fund at a Glance | |
| NAV Growth (Rs.) | 23.41 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 19.10 |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,208 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.82% |
| 1 Year Return (%) | 5.47 |
| 3 Year Return (%) | 13.07 |
| 5 Year Return (%) | 10.98 |
| 10 Year Return (%) | — |
| Return Since Launch | 12.14% |
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
• The fund carries a lock-in period of 5 years or till the child attains the age of maturity, whichever is earlier
Fund’s Investment Strategy:
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.
Fund Manager:
1) 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.
2) 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,
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Aditya Birla (ABSL) Bal Bhavishya Yojna
| Fund House | Aditya Birla Sun Life Mutual Fund |
| Launch Date | 11-Feb-19 |
| Return Since Launch | 12.14% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,208 Cr |
| (As on 30-Jun-2026) | |
| Expense | 0.82% |
| (As on 30-Jun-2026) | |
| Risk Grade | Average |
| Return Grade | Below Average |
| Turnover | 36.00% |
Aditya Birla (ABSL) Bal Bhavishya Yojna Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| ABSL Bal Bhavishya Yojna Dir | 1.17 | 0.26 | 4.28 | 7.93 | 2.63 | 5.47 | 13.07 | 10.98 | 12.59 | — |
| BSE 500 TRI | -2.02 | 1.17 | 5.22 | 4.67 | -0.33 | 0.08 | 12.81 | 12.45 | 15.06 | — |
| Equity: Flexi Cap | 0.72 | 0.04 | 4.22 | 7.02 | 2.19 | 3.04 | 14.35 | 13.10 | 15.09 | — |
| Rank within category | 28 | 10 | 32 | 27 | 28 | 18 | 34 | 29 | 28 | — |
| Number of funds in category | 73 | 77 | 77 | 77 | 74 | 67 | 52 | 37 | 31 | 23 |
Peer Comparison of Aditya Birla (ABSL) Bal Bhavishya Yojna
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| ABSL Bal Bhavishya Yojna Dir | 2 out of 5 stars | 5.47 | 13.07 | 10.98 | 0.82 | 1,208 | 12.14 | — | 7Y 5M | 36.00 |
| Parag Parikh Flexi Cap Dir | 5 out of 5 stars | -0.85 | 14.80 | 14.20 | 0.53 | 1,43,388 | 18.32 | 2.00 (365) | 13Y 1M | 17.17 |
| HDFC Flexi Cap Dir | 5 out of 5 stars | 3.36 | 17.89 | 18.65 | 0.58 | 1,06,496 | 16.11 | 1.00 (365) | 13Y 6M | 8.91 |
| ABSL Flexi Cap Dir | 4 out of 5 stars | 7.94 | 16.75 | 13.37 | 0.72 | 26,727 | 16.29 | 1.00 (90) | 13Y 6M | 22.00 |
| ICICI Pru Flexicap Dir | 4 out of 5 stars | 9.26 | 17.14 | — | 0.67 | 22,507 | 16.17 | 1.00 (30) | 4Y 11M | 24.00 |
Aditya Birla Bal Bhavishya Yojna Portfolio Analysis
| No. of Stocks | 70 |
| Top 10 Stocks | 30.12% |
| Top 5 Stocks | 19.02% |
| Top 3 Sectors | 55.92% |
| Portfolio P/B Ratio | 3.39 |
| Portfolio P/E Ratio | 27.81 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,11,799 | 1,62,023 |
| Large (%) | 52.97 | 59.02 |
| Mid (%) | 16.20 | 20.59 |
| Small (%) | 30.83 | 20.39 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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