Aditya Birla SL Bal Bhavishya Yojna - Reg Growth
Last Updated NAV Date: 09 Sep 2026
3 Year Returns
9.68%
NAV (₹)
20.8600
1 Day NAV Change
-0.38%
Aditya Birla SL Bal Bhavishya Yojna - Reg Growth is a scheme from Aditya Birla Sun Life Mutual Fund AMC, launched on 11 Feb 2019 and currently managing ₹ 1266.45 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹500 and a lump sum of ₹1000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Aditya Birla SL Bal Bhavishya Yojna - Reg Growth Fund Details
| Min. SIP Amount | ₹ 500 |
| Min. Lumpsum Amount | ₹ 1000 |
| AUM | ₹ 1266.45 Cr |
| Expense Ratio | 2.27% |
| Lock-in Period | 5 Yrs |
| Inception Date | 11 Feb 2019 |
| Fund Age | 7 Yrs |
Exit Load
Nil
Fund’s Investment Objective
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Aditya Birla SL Bal Bhavishya Yojna - Reg Growth Sector Holdings
Last Updated: 31 Aug 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 22.25% | ₹ 281.772 | |
| Banks | 17.51% | ₹ 221.74 | |
| IT - Software | 10.00% | ₹ 126.671 | |
| E-Commerce/App based Aggregator | 5.96% | ₹ 75.425 | |
| Finance | 5.89% | ₹ 74.644 | |
| FMCG | 5.46% | ₹ 69.189 | |
| Logistics | 3.77% | ₹ 47.729 | |
| Auto Ancillaries | 3.76% | ₹ 47.607 | |
| Refineries | 3.56% | ₹ 45.028 | |
| Pharmaceuticals | 3.55% | ₹ 44.954 |
Aditya Birla SL Bal Bhavishya Yojna - Reg Growth Stock Holdings
Last Updated: 31 Aug 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| TREPS | 6.14% | ₹ 77.8 | Debt Others | |
| ICICI Bank | 5.97% | ₹ 75.589 | Banks | |
| HDFC Bank | 3.37% | ₹ 42.63 | Banks | |
| Reliance Industr | 3.34% | ₹ 42.278 | Refineries | |
| Axis Bank | 2.78% | ₹ 35.217 | Banks | |
| Infosys | 2.47% | ₹ 31.325 | IT - Software | |
| Bharti Airtel | 2.39% | ₹ 30.315 | Telecom-Service | |
| Meesho | 2.21% | ₹ 27.935 | Logistics | |
| SBI | 2.16% | ₹ 27.295 | Banks | |
| Shriram Finance | 2.10% | ₹ 26.638 | Finance |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Aditya Birla Sun Life Mutual Fund
Funds Managed
117
Assets Managed
₹ 4,32,523.84 Cr
Contact Details
Registered Address
One World Centre,Tower 1,17th Flr,Jupiter Mills,senapati BapatMarg,Elphinstone Road, Mumbai 400013
Managing Director
A. Balasubramanian
Chief Executive Officer
Mr.A.Balasubramanian
Compliance Officer
Parth Makwana
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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