Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.10%
Fund NAV

Fund Overview of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth

  • ₹1,144.9 Cr
    AUM
  • ₹20.57
    NAV
  • 2.16%
    Expense Ratio
  • Equity
    Fund Category
As on Wed Nov 19, 2025

Returns of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.10% NA 3.06%
6 Months 17.34% NA 12.13%
1 Year -0.84% -0.84% 0.23%
2 Years 27.54% 12.93% 19.05%
3 Years 48.32% 14.04% 17.87%
5 Years 86.37% 13.26% 20.71%
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As on Wed Nov 19, 2025

Asset Allocation

equities

98.44%

other assets or cash equivalents

1.56%
Large Cap: 60.12%
Mid Cap: 7.98%
Small Cap: 31.90%
Other: 0.00%
Top Holdings
Icici Bank Ltd
6.99%
Icici Bank Ltd
6.43%
Icici Bank Ltd
6.43%
Icici Bank Ltd
6.11%
Icici Bank Ltd
6.11%
 
Top Sectors
Financial
137.98%
Consumer Discretionary
72.79%
Materials
68.30%
Technology
65.61%
Energy & Utilities
42.53%
Detailed Portfolio Analysis
As on Wed Nov 19, 2025
Invest Now

About Fund

About Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth

Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth is one Equity mutual fund offered by Aditya Birla Sun Life Mutual Fund. Launched on 11 Feb 2019, the fund aims long term capital growth. investment in predominantly equity and equity related securities as well as debt and money market instruments. It manages assets worth ₹1,144.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.16%.
The portfolio allocation consists of 98.44% in equities, 1.56% in other assets or cash equivalents. Managed by Harshil Suvarnkar, it has delivered a return of -0.84% in the last year, a total return since inception of 10.98%.

Read more
  • Chanchal Khandelwal

    Fund Manager

  • Mr. Khandelwal has done B.Com.(H) and MBA (Finance)

    Manager Education

  • Dhaval Joshi

    Fund Manager

  • Mr. Joshi has done B.Com, M.Com. and MBA (Finance)

    Manager Education

  • Harshil Suvarnkar

    Fund Manager

  • Mr. Suvarnkar has doneB.Com, Masters in Management Studies (Finance) and Post Graduate Diploma in Securities Law.

    Manager Education

Key Metrics of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth

  • Standard Deviation
    12.96%
  • Sharpe Ratio
    0.44%
  • Alpha
    -1.87%
  • Beta
    0.94%

Fund Details

Fund Names Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth
Inception Date 11 Feb 2019
Lock In No Lock-in
SIP Minimum Investment amount ₹ 500
SWP Minimum Investment amount ₹ 500
STP Minimum Investment amount ₹ 500
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 1.98% 5.09% 12.94% 18.74% 19.47%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 2.34% 5.62% 10.99% 17.43% 18.53%
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 1.91% 4.87% 12.06% 17.78% 18.49%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 2.26% 5.37% 9.97% 16.33% 17.43%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 2.21% 3.85% 12.33% 17.09% 15.50%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 2.09% 3.53% 10.93% 15.55% 13.87%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Aditya Birla Sun Life Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth increase ₹23,127 1.91% 4.87% 6.69% 12.06% 17.78%
Aditya Birla Sun Life Flexi Cap Fund Direct-growth increase ₹23,127 1.98% 5.09% 7.13% 12.94% 18.74%
Aditya Birla Sun Life Focused Fund Direct-growth increase ₹7,731 2.34% 5.62% 5.81% 10.99% 17.43%
Aditya Birla Sun Life Focused Fund Regular-growth increase ₹7,731 2.26% 5.37% 5.32% 9.97% 16.33%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth increase ₹411 2.21% 3.85% 8.46% 12.33% 17.09%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth increase ₹411 2.09% 3.53% 7.78% 10.93% 15.55%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 ₹1,882.16 17.78% 18.49% 14.80%
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 ₹2,109.08 18.74% 19.47% 15.84%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 ₹166.98 17.43% 18.53% 14.63%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 ₹147.76 16.33% 17.43% 13.49%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 ₹23.05 17.09% 15.50% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 ₹20.81 15.55% 13.87% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Icici Bank LtdFinancial6.99%₹79.98 Cr
Icici Bank LtdFinancial6.43%₹72.77 Cr
Icici Bank LtdFinancial6.43%₹72.77 Cr
Icici Bank LtdFinancial6.11%₹72.63 Cr
Icici Bank LtdFinancial6.11%₹72.63 Cr
Hdfc Bank LtdFinancial5.30%₹60.67 Cr
Hdfc Bank LtdFinancial4.99%₹59.36 Cr
Hdfc Bank LtdFinancial4.99%₹59.36 Cr
Hdfc Bank LtdFinancial5.05%₹57.18 Cr
Hdfc Bank LtdFinancial5.05%₹57.18 Cr
Reliance Industries LtdEnergy & Utilities4.14%₹49.21 Cr
Reliance Industries LtdEnergy & Utilities4.14%₹49.21 Cr
Reliance Industries LtdEnergy & Utilities4.02%₹46.03 Cr
Reliance Industries LtdEnergy & Utilities3.99%₹45.16 Cr
Reliance Industries LtdEnergy & Utilities3.99%₹45.16 Cr
Infosys LtdTechnology3.84%₹43.97 Cr
Infosys LtdTechnology3.63%₹43.19 Cr
Infosys LtdTechnology3.63%₹43.19 Cr
Infosys LtdTechnology3.71%₹42.01 Cr
Infosys LtdTechnology3.71%₹42.01 Cr
Bharti Airtel LtdTechnology2.89%₹34.37 Cr
Bharti Airtel LtdTechnology2.89%₹34.37 Cr
Axis Bank LtdFinancial2.81%₹33.40 Cr
Axis Bank LtdFinancial2.81%₹33.40 Cr
Maruti Suzuki India LtdConsumer Discretionary2.70%₹32.16 Cr
Maruti Suzuki India LtdConsumer Discretionary2.70%₹32.16 Cr
Bharti Airtel LtdTechnology2.80%₹32.03 Cr
Maruti Suzuki India LtdConsumer Discretionary2.81%₹31.85 Cr
Maruti Suzuki India LtdConsumer Discretionary2.81%₹31.85 Cr
Bharti Airtel LtdTechnology2.78%₹31.43 Cr
Bharti Airtel LtdTechnology2.78%₹31.43 Cr
Larsen & Toubro LtdIndustrials2.60%₹30.94 Cr
Larsen & Toubro LtdIndustrials2.60%₹30.94 Cr
Axis Bank LtdFinancial2.71%₹30.65 Cr
Axis Bank LtdFinancial2.71%₹30.65 Cr
Axis Bank LtdFinancial2.53%₹28.94 Cr
Larsen & Toubro LtdIndustrials2.48%₹28.08 Cr
Larsen & Toubro LtdIndustrials2.48%₹28.08 Cr
Larsen & Toubro LtdIndustrials2.44%₹27.91 Cr
Zomato LtdTechnology2.23%₹25.23 Cr
Zomato LtdTechnology2.23%₹25.23 Cr
Maruti Suzuki India LtdConsumer Discretionary2.19%₹25.05 Cr
Zomato LtdTechnology2.07%₹24.63 Cr
Zomato LtdTechnology2.07%₹24.63 Cr
Hindalco Industries LtdMaterials2.07%₹24.59 Cr
Hindalco Industries LtdMaterials2.07%₹24.59 Cr
Zomato LtdTechnology2.08%₹23.85 Cr
Au Small Finance Bank LtdFinancial1.90%₹22.64 Cr
Au Small Finance Bank LtdFinancial1.90%₹22.64 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.89%₹22.48 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.89%₹22.48 Cr
Reverse RepoUnspecified1.98%₹22.41 Cr
Reverse RepoUnspecified1.98%₹22.41 Cr
Hindalco Industries LtdMaterials1.95%₹22.10 Cr
Hindalco Industries LtdMaterials1.95%₹22.10 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.95%₹22.09 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.95%₹22.09 Cr
State Bank Of IndiaFinancial1.83%₹21.79 Cr
State Bank Of IndiaFinancial1.83%₹21.79 Cr
Reverse RepoUnspecified1.82%₹21.62 Cr
Reverse RepoUnspecified1.82%₹21.62 Cr
Sumitomo Chemical India LtdMaterials1.88%₹21.48 Cr
Welspun Corp LtdMaterials1.75%₹20.86 Cr
Welspun Corp LtdMaterials1.75%₹20.86 Cr
Mahindra & Mahindra LtdConsumer Discretionary1.80%₹20.65 Cr
Thyrocare Technologies LtdHealthcare1.73%₹20.61 Cr
Thyrocare Technologies LtdHealthcare1.73%₹20.61 Cr
State Bank Of IndiaFinancial1.79%₹20.28 Cr
State Bank Of IndiaFinancial1.79%₹20.28 Cr
Welspun Corp LtdMaterials1.76%₹20.11 Cr
Nazara Technologies LtdTechnology1.75%₹20.09 Cr
Varun Beverages LtdConsumer Staples1.73%₹19.86 Cr
Hindalco Industries LtdMaterials1.73%₹19.81 Cr
Au Small Finance Bank LtdFinancial1.67%₹19.12 Cr
Au Small Finance Bank LtdFinancial1.67%₹18.86 Cr
Au Small Finance Bank LtdFinancial1.67%₹18.86 Cr
Ambuja Cements LtdMaterials1.64%₹18.52 Cr
Ambuja Cements LtdMaterials1.64%₹18.52 Cr
State Bank Of IndiaFinancial1.62%₹18.52 Cr
Welspun Corp LtdMaterials1.64%₹18.52 Cr
Welspun Corp LtdMaterials1.64%₹18.52 Cr
Ambuja Cements LtdMaterials1.55%₹18.38 Cr
Ambuja Cements LtdMaterials1.55%₹18.38 Cr
Ltimindtree LtdTechnology1.58%₹18.05 Cr
Shriram Transport Finance Company LtdFinancial1.51%₹17.97 Cr
Shriram Transport Finance Company LtdFinancial1.51%₹17.97 Cr
Samhi Hotels Ltd.Consumer Discretionary1.56%₹17.90 Cr
Varun Beverages LtdConsumer Staples1.50%₹17.85 Cr
Varun Beverages LtdConsumer Staples1.50%₹17.85 Cr
Sumitomo Chemical India LtdMaterials1.56%₹17.66 Cr
Sumitomo Chemical India LtdMaterials1.56%₹17.66 Cr
V-guard Industries LtdIndustrials1.50%₹17.22 Cr
Thyrocare Technologies LtdHealthcare1.51%₹17.12 Cr
Thyrocare Technologies LtdHealthcare1.51%₹17.12 Cr
Ltimindtree LtdTechnology1.43%₹17.05 Cr
Ltimindtree LtdTechnology1.43%₹17.05 Cr
V-guard Industries LtdIndustrials1.50%₹16.92 Cr
V-guard Industries LtdIndustrials1.50%₹16.92 Cr
Varun Beverages LtdConsumer Staples1.49%₹16.86 Cr
Varun Beverages LtdConsumer Staples1.49%₹16.86 Cr
Sumitomo Chemical India LtdMaterials1.40%₹16.63 Cr
Sumitomo Chemical India LtdMaterials1.40%₹16.63 Cr
Bluestone Jewellery And Lifestyle Ltd.Consumer Discretionary1.38%₹16.43 Cr
Bluestone Jewellery And Lifestyle Ltd.Consumer Discretionary1.38%₹16.43 Cr
Samhi Hotels Ltd.Consumer Discretionary1.38%₹16.36 Cr
Samhi Hotels Ltd.Consumer Discretionary1.38%₹16.36 Cr
V-guard Industries LtdIndustrials1.37%₹16.33 Cr
V-guard Industries LtdIndustrials1.37%₹16.33 Cr
Century Plyboards (india) LtdMaterials1.44%₹16.26 Cr
Century Plyboards (india) LtdMaterials1.44%₹16.26 Cr
Rainbow Childrens Medicare LtdHealthcare1.33%₹15.80 Cr
Rainbow Childrens Medicare LtdHealthcare1.33%₹15.80 Cr
Inventurus Knowledge Solutions Ltd.Industrials1.32%₹15.72 Cr
Inventurus Knowledge Solutions Ltd.Industrials1.32%₹15.72 Cr
Samhi Hotels Ltd.Consumer Discretionary1.37%₹15.53 Cr
Samhi Hotels Ltd.Consumer Discretionary1.37%₹15.53 Cr
Cesc LtdEnergy & Utilities1.30%₹15.48 Cr
Cesc LtdEnergy & Utilities1.30%₹15.48 Cr
Ltimindtree LtdTechnology1.37%₹15.47 Cr
Ltimindtree LtdTechnology1.37%₹15.47 Cr
United Breweries LtdConsumer Staples1.34%₹15.29 Cr
Inventurus Knowledge Solutions Ltd.Industrials1.32%₹15.16 Cr
Shriram Transport Finance Company LtdFinancial1.32%₹15.14 Cr
Century Plyboards (india) LtdMaterials1.27%₹15.09 Cr
Century Plyboards (india) LtdMaterials1.27%₹15.09 Cr
Shriram Transport Finance Company LtdFinancial1.31%₹14.79 Cr
Shriram Transport Finance Company LtdFinancial1.31%₹14.79 Cr
Bluestone Jewellery And Lifestyle Ltd.Consumer Discretionary1.31%₹14.78 Cr
Bluestone Jewellery And Lifestyle Ltd.Consumer Discretionary1.31%₹14.78 Cr
Tata Chemicals LtdMaterials1.29%₹14.74 Cr
Century Plyboards (india) LtdMaterials1.28%₹14.63 Cr
Cesc LtdEnergy & Utilities1.27%₹14.58 Cr
Grasim Industries LtdMaterials1.22%₹14.46 Cr
Grasim Industries LtdMaterials1.22%₹14.46 Cr
Bank Of BarodaFinancial1.22%₹14.45 Cr
Bank Of BarodaFinancial1.22%₹14.45 Cr
Bajaj Finance LtdFinancial1.21%₹14.43 Cr
Bajaj Finance LtdFinancial1.21%₹14.43 Cr
Vedanta LtdMaterials1.20%₹14.31 Cr
Vedanta LtdMaterials1.20%₹14.31 Cr
Td Power Systems LtdIndustrials1.24%₹14.25 Cr
United Breweries LtdConsumer Staples1.25%₹14.15 Cr
United Breweries LtdConsumer Staples1.25%₹14.15 Cr
United Breweries LtdConsumer Staples1.19%₹14.12 Cr
United Breweries LtdConsumer Staples1.19%₹14.12 Cr
Emcure Pharmaceuticals Ltd.Healthcare1.23%₹14.04 Cr
Cesc LtdEnergy & Utilities1.23%₹13.93 Cr
Cesc LtdEnergy & Utilities1.23%₹13.93 Cr
Inventurus Knowledge Solutions Ltd.Industrials1.23%₹13.88 Cr
Inventurus Knowledge Solutions Ltd.Industrials1.23%₹13.88 Cr
Bajaj Finance LtdFinancial1.22%₹13.83 Cr
Bajaj Finance LtdFinancial1.22%₹13.83 Cr
Tata Chemicals LtdMaterials1.22%₹13.80 Cr
Tata Chemicals LtdMaterials1.22%₹13.80 Cr
Grasim Industries LtdMaterials1.22%₹13.78 Cr
Grasim Industries LtdMaterials1.22%₹13.78 Cr
Grasim Industries LtdMaterials1.20%₹13.73 Cr
Gail (india) LtdEnergy & Utilities1.15%₹13.71 Cr
Gail (india) LtdEnergy & Utilities1.15%₹13.71 Cr
Vedanta LtdMaterials1.19%₹13.51 Cr
Vedanta LtdMaterials1.19%₹13.51 Cr
Bank Of BarodaFinancial1.19%₹13.42 Cr
Bank Of BarodaFinancial1.19%₹13.42 Cr
Max Financial Services LtdFinancial1.18%₹13.40 Cr
Max Financial Services LtdFinancial1.18%₹13.40 Cr
Tata Chemicals LtdMaterials1.12%₹13.36 Cr
Tata Chemicals LtdMaterials1.12%₹13.36 Cr
Ambuja Cements LtdMaterials1.16%₹13.34 Cr
Gail (india) LtdEnergy & Utilities1.16%₹13.33 Cr
Dabur India LtdConsumer Staples1.16%₹13.23 Cr
Gail (india) LtdEnergy & Utilities1.17%₹13.22 Cr
Gail (india) LtdEnergy & Utilities1.17%₹13.22 Cr
Tech Mahindra LtdTechnology1.15%₹13.17 Cr
Max Financial Services LtdFinancial1.11%₹13.15 Cr
Max Financial Services LtdFinancial1.11%₹13.15 Cr
Emcure Pharmaceuticals Ltd.Healthcare1.10%₹13.13 Cr
Emcure Pharmaceuticals Ltd.Healthcare1.10%₹13.13 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.16%₹13.08 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.16%₹13.08 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.08%₹12.87 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.08%₹12.87 Cr
Tech Mahindra LtdTechnology1.08%₹12.82 Cr
Tech Mahindra LtdTechnology1.08%₹12.82 Cr
Max Financial Services LtdFinancial1.11%₹12.76 Cr
Emcure Pharmaceuticals Ltd.Healthcare1.13%₹12.74 Cr
Emcure Pharmaceuticals Ltd.Healthcare1.13%₹12.74 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.07%₹12.73 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.07%₹12.73 Cr
Kotak Mahindra Bank LtdFinancial1.06%₹12.61 Cr
Kotak Mahindra Bank LtdFinancial1.06%₹12.61 Cr
Tech Mahindra LtdTechnology1.11%₹12.60 Cr
Tech Mahindra LtdTechnology1.11%₹12.60 Cr
Mas Financial Services LtdFinancial1.10%₹12.54 Cr
Aster Dm Healthcare LtdHealthcare1.11%₹12.51 Cr
Aster Dm Healthcare LtdHealthcare1.11%₹12.51 Cr
Mas Financial Services LtdFinancial1.05%₹12.44 Cr
Mas Financial Services LtdFinancial1.05%₹12.44 Cr
Bank Of BarodaFinancial1.08%₹12.35 Cr
Vedanta LtdMaterials1.08%₹12.34 Cr
Mas Financial Services LtdFinancial1.09%₹12.29 Cr
Mas Financial Services LtdFinancial1.09%₹12.29 Cr
Dabur India LtdConsumer Staples1.09%₹12.28 Cr
Dabur India LtdConsumer Staples1.09%₹12.28 Cr
Samvardhana Motherson International LtdConsumer Discretionary1.08%₹12.28 Cr
Samvardhana Motherson International LtdConsumer Discretionary1.08%₹12.28 Cr
Samvardhana Motherson International LtdConsumer Discretionary1.03%₹12.25 Cr
Samvardhana Motherson International LtdConsumer Discretionary1.03%₹12.25 Cr
Bajaj Finance LtdFinancial1.07%₹12.20 Cr
Dabur India LtdConsumer Staples1.03%₹12.19 Cr
Dabur India LtdConsumer Staples1.03%₹12.19 Cr
Tata Power Company LtdEnergy & Utilities1.02%₹12.15 Cr
Tata Power Company LtdEnergy & Utilities1.02%₹12.15 Cr
Trent LtdConsumer Discretionary1.06%₹12.10 Cr
Aster Dm Healthcare LtdHealthcare1.05%₹12.07 Cr
Gokaldas Exports LtdConsumer Discretionary1.05%₹11.98 Cr
Kotak Mahindra Bank LtdFinancial1.06%₹11.96 Cr
Kotak Mahindra Bank LtdFinancial1.06%₹11.96 Cr
Tata Power Company LtdEnergy & Utilities1.04%₹11.93 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.05%₹11.93 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.05%₹11.93 Cr
Kotak Mahindra Bank LtdFinancial1.04%₹11.87 Cr
Td Power Systems LtdIndustrials1.05%₹11.84 Cr
Td Power Systems LtdIndustrials1.05%₹11.84 Cr
Gokaldas Exports LtdConsumer Discretionary0.99%₹11.82 Cr
Gokaldas Exports LtdConsumer Discretionary0.99%₹11.82 Cr
Indusind Bank LtdFinancial1.02%₹11.70 Cr
Tata Power Company LtdEnergy & Utilities1.03%₹11.66 Cr
Tata Power Company LtdEnergy & Utilities1.03%₹11.66 Cr
Indusind Bank LtdFinancial0.98%₹11.64 Cr
Indusind Bank LtdFinancial0.98%₹11.64 Cr
Jubilant Pharmova LtdHealthcare0.97%₹11.58 Cr
Jubilant Pharmova LtdHealthcare0.97%₹11.58 Cr
Jubilant Pharmova LtdHealthcare1.00%₹11.36 Cr
Jubilant Pharmova LtdHealthcare1.00%₹11.36 Cr
Trent LtdConsumer Discretionary0.95%₹11.32 Cr
Trent LtdConsumer Discretionary0.95%₹11.32 Cr
Samvardhana Motherson International LtdConsumer Discretionary0.99%₹11.30 Cr
Trent LtdConsumer Discretionary1.00%₹11.28 Cr
Trent LtdConsumer Discretionary1.00%₹11.28 Cr
Bikaji Foods International LtdConsumer Staples0.98%₹11.17 Cr
Bikaji Foods International LtdConsumer Staples0.98%₹11.08 Cr
Bikaji Foods International LtdConsumer Staples0.98%₹11.08 Cr
Cyient LtdTechnology0.96%₹11.00 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare0.95%₹10.88 Cr
Bikaji Foods International LtdConsumer Staples0.91%₹10.88 Cr
Bikaji Foods International LtdConsumer Staples0.91%₹10.88 Cr
Rec LtdFinancial0.95%₹10.87 Cr
Cello World Ltd.Consumer Discretionary0.91%₹10.83 Cr
Cello World Ltd.Consumer Discretionary0.91%₹10.83 Cr
Indusind Bank LtdFinancial0.95%₹10.77 Cr
Indusind Bank LtdFinancial0.95%₹10.77 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.94%₹10.76 Cr
Jindal Steel & Power LtdMaterials0.90%₹10.67 Cr
Jindal Steel & Power LtdMaterials0.90%₹10.67 Cr
Jindal Steel & Power LtdMaterials0.94%₹10.64 Cr
Jindal Steel & Power LtdMaterials0.94%₹10.64 Cr
Cyient LtdTechnology0.89%₹10.60 Cr
Cyient LtdTechnology0.89%₹10.60 Cr
Timken India LtdIndustrials0.91%₹10.46 Cr
Cyient LtdTechnology0.92%₹10.45 Cr
Cyient LtdTechnology0.92%₹10.45 Cr
Minda Corporation LtdConsumer Discretionary0.92%₹10.44 Cr
Minda Corporation LtdConsumer Discretionary0.92%₹10.44 Cr
Minda Corporation LtdConsumer Discretionary0.87%₹10.34 Cr
Minda Corporation LtdConsumer Discretionary0.87%₹10.34 Cr
Rec LtdFinancial0.87%₹10.31 Cr
Rec LtdFinancial0.87%₹10.31 Cr
Rec LtdFinancial0.91%₹10.25 Cr
Rec LtdFinancial0.91%₹10.25 Cr
Aster Dm Healthcare LtdHealthcare0.86%₹10.17 Cr
Aster Dm Healthcare LtdHealthcare0.86%₹10.17 Cr
Gokaldas Exports LtdConsumer Discretionary0.90%₹10.15 Cr
Gokaldas Exports LtdConsumer Discretionary0.90%₹10.15 Cr
Timken India LtdIndustrials0.83%₹9.91 Cr
Timken India LtdIndustrials0.83%₹9.91 Cr
Tata Motors LtdConsumer Discretionary0.87%₹9.86 Cr
Tata Motors LtdConsumer Discretionary0.87%₹9.86 Cr
Cello World Ltd.Consumer Discretionary0.86%₹9.84 Cr
Fortis Healthcare LtdHealthcare0.86%₹9.70 Cr
Fortis Healthcare LtdHealthcare0.86%₹9.70 Cr
Tata Motors LtdConsumer Discretionary0.84%₹9.66 Cr
Jindal Steel & Power LtdMaterials0.84%₹9.65 Cr
Nazara Technologies LtdTechnology0.80%₹9.55 Cr
Nazara Technologies LtdTechnology0.80%₹9.55 Cr
Cello World Ltd.Consumer Discretionary0.84%₹9.52 Cr
Cello World Ltd.Consumer Discretionary0.84%₹9.52 Cr
City Union Bank LtdFinancial0.80%₹9.49 Cr
City Union Bank LtdFinancial0.80%₹9.49 Cr
Timken India LtdIndustrials0.84%₹9.49 Cr
Timken India LtdIndustrials0.84%₹9.49 Cr
Dalmia Bharat LtdMaterials0.82%₹9.41 Cr
Akums Drugs And Pharmaceuticals Ltd.Healthcare0.82%₹9.35 Cr
Thyrocare Technologies LtdHealthcare0.82%₹9.34 Cr
Balrampur Chini Mills LtdConsumer Staples0.80%₹9.17 Cr
Nazara Technologies LtdTechnology0.80%₹9.10 Cr
Nazara Technologies LtdTechnology0.80%₹9.10 Cr
City Union Bank LtdFinancial0.78%₹8.89 Cr
City Union Bank LtdFinancial0.78%₹8.87 Cr
City Union Bank LtdFinancial0.78%₹8.87 Cr
Greenply Industries LtdMaterials0.77%₹8.77 Cr
Fortis Healthcare LtdHealthcare0.75%₹8.57 Cr
Ntpc LtdEnergy & Utilities0.75%₹8.51 Cr
Ntpc LtdEnergy & Utilities0.75%₹8.51 Cr
Go Fashion (india) LtdConsumer Discretionary0.74%₹8.46 Cr
Ntpc LtdEnergy & Utilities0.71%₹8.42 Cr
Ntpc LtdEnergy & Utilities0.71%₹8.42 Cr
Godrej Consumer Products LtdConsumer Staples0.71%₹8.39 Cr
Godrej Consumer Products LtdConsumer Staples0.71%₹8.39 Cr
Reverse RepoUnspecified0.73%₹8.38 Cr
Ntpc LtdEnergy & Utilities0.73%₹8.36 Cr
Greenply Industries LtdMaterials0.70%₹8.31 Cr
Greenply Industries LtdMaterials0.70%₹8.31 Cr
Greenply Industries LtdMaterials0.72%₹8.20 Cr
Greenply Industries LtdMaterials0.72%₹8.20 Cr
Hindustan Petroleum Corporation LtdEnergy & Utilities0.70%₹8.03 Cr
Td Power Systems LtdIndustrials0.65%₹7.78 Cr
Td Power Systems LtdIndustrials0.65%₹7.78 Cr
Balrampur Chini Mills LtdConsumer Staples0.60%₹7.17 Cr
Balrampur Chini Mills LtdConsumer Staples0.60%₹7.17 Cr
Balrampur Chini Mills LtdConsumer Staples0.63%₹7.12 Cr
Balrampur Chini Mills LtdConsumer Staples0.63%₹7.12 Cr
Siemens Energy India LtdEnergy & Utilities0.61%₹7.02 Cr
Delhivery LtdIndustrials0.59%₹6.99 Cr
Delhivery LtdIndustrials0.59%₹6.99 Cr
Go Fashion (india) LtdConsumer Discretionary0.61%₹6.93 Cr
Go Fashion (india) LtdConsumer Discretionary0.61%₹6.93 Cr
Siemens LtdDiversified0.60%₹6.78 Cr
Siemens LtdDiversified0.60%₹6.78 Cr
Delhivery LtdIndustrials0.60%₹6.75 Cr
Delhivery LtdIndustrials0.60%₹6.75 Cr
Upl LtdMaterials0.56%₹6.68 Cr
Upl LtdMaterials0.56%₹6.68 Cr
Go Fashion (india) LtdConsumer Discretionary0.56%₹6.62 Cr
Go Fashion (india) LtdConsumer Discretionary0.56%₹6.62 Cr
Siemens LtdDiversified0.57%₹6.57 Cr
Delhivery LtdIndustrials0.56%₹6.38 Cr
Tata Motors LtdConsumer Discretionary0.50%₹5.95 Cr
Tata Motors LtdConsumer Discretionary0.50%₹5.95 Cr
Devyani International LtdConsumer Discretionary0.50%₹5.71 Cr
Devyani International LtdConsumer Discretionary0.50%₹5.71 Cr
Devyani International LtdConsumer Discretionary0.48%₹5.54 Cr
Devyani International LtdConsumer Discretionary0.46%₹5.49 Cr
Devyani International LtdConsumer Discretionary0.46%₹5.49 Cr
Jubilant Pharmova LtdHealthcare0.47%₹5.39 Cr
Tata Capital Limited EqFinancial0.44%₹5.23 Cr
Tata Capital Limited EqFinancial0.44%₹5.23 Cr
Minda Corporation LtdConsumer Discretionary0.44%₹4.99 Cr
Tata Motors Ltd0.32%₹3.78 Cr
Tata Motors Ltd0.32%₹3.78 Cr
Cyient Dlm Ltd.Industrials0.30%₹3.60 Cr
Cyient Dlm Ltd.Industrials0.30%₹3.60 Cr
Cyient Dlm Ltd.Industrials0.31%₹3.59 Cr
Cyient Dlm Ltd.Industrials0.30%₹3.36 Cr
Cyient Dlm Ltd.Industrials0.30%₹3.36 Cr
Godrej Consumer Products LtdConsumer Staples0.27%₹3.15 Cr
Godrej Consumer Products LtdConsumer Staples0.26%₹2.92 Cr
Godrej Consumer Products LtdConsumer Staples0.26%₹2.92 Cr
Net ReceivablesUnspecified0.02%₹0.25 Cr
Sbi Cards & Payments Services LtdFinancial0.00%₹0.04 Cr
Sbi Cards & Payments Services LtdFinancial0.00%₹0.04 Cr
Sbi Cards & Payments Services LtdFinancial0.00%₹0.04 Cr
Net PayablesUnspecified-0.17%₹-1.90 Cr
Net PayablesUnspecified-0.17%₹-1.90 Cr
Net PayablesUnspecified-0.26%₹-3.12 Cr
Net PayablesUnspecified-0.26%₹-3.12 Cr
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Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth

What is the current AUM of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth?

As of Thu Jul 31, 2025, Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth manages assets worth ₹1,144.9 crore

How has Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth performed recently?

  • 3 Months: -0.10%
  • 6 Months: 17.34%

What is the long-term performance of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth?

  • 3 Years CAGR: 14.04%
  • 5 Years CAGR: 13.26%
  • Since Inception: 10.98%

What is the portfolio composition of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth?

Equity: 98.44%, Others: 1.56%.

Who manages Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth?

Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth is managed by Harshil Suvarnkar from Aditya Birla Sun Life Mutual Fund.

What is the market-cap allocation of Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth?

Large Cap: 60.12%, Mid Cap: 7.98%, Small Cap: 31.90%.

Which are the top companies Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth has invested in?

  • ICICI Bank Ltd – 6.99% of the fund's portfolio
  • ICICI Bank Ltd – 6.43% of the fund's portfolio
  • ICICI Bank Ltd – 6.43% of the fund's portfolio
  • ICICI Bank Ltd – 6.11% of the fund's portfolio
  • ICICI Bank Ltd – 6.11% of the fund's portfolio

Which are the major sectors Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth focuses on?

  • Financial – 137.98% of the fund's portfolio
  • Consumer Discretionary – 72.79% of the fund's portfolio
  • Materials – 68.30% of the fund's portfolio
  • Technology – 65.61% of the fund's portfolio
  • Energy & Utilities – 42.53% of the fund's portfolio
View more FAQ's

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Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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