What is the NAV of Aditya Birla SL Bal Bhavishya Yojna?
The Current NAV of Aditya Birla SL Bal Bhavishya Yojna is ₹21.78, as of 13th June 2025What are the returns of Aditya Birla SL Bal Bhavishya Yojna?
The Aditya Birla SL Bal Bhavishya Yojna has been there since 11th February 2019- 1 Year Returns: 4.51
- 3 Year Returns: 19.08
- 5 Year Returns: 17.49
What are the top 5 sectors holdings of Aditya Birla SL Bal Bhavishya Yojna?
The top sectors Aditya Birla SL Bal Bhavishya Yojna has invested in are as for 11th 02 2019 are as follows -- Private Banks | 19.84%
- IT Services & Consulting | 9.80%
- Oil & Gas - Refining & Marketing | 7.02%
- Construction & Engineering | 4.41%
- Specialized Finance | 4.37%
What are the top 5 holdings Aditya Birla SL Bal Bhavishya Yojna?
The top 5 holdings for Aditya Birla SL Bal Bhavishya Yojna are- ICICI Bank Ltd | 7.01%
- HDFC Bank Ltd | 5.25%
- Reliance Industries Ltd | 4.22%
- Infosys Ltd | 4.09%
- Axis Bank Ltd | 3.06%
What is the asset allocation of Aditya Birla SL Bal Bhavishya Yojna?
The Aditya Birla SL Bal Bhavishya Yojna is a plan that invests- Equity | 98.69%
- Cash & Equivalents | 1.31%
How to invest in Aditya Birla SL Bal Bhavishya Yojna?
If you wish to invest in Aditya Birla SL Bal Bhavishya Yojna Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Aditya Birla SL Bal Bhavishya Yojna
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Aditya Birla SL Bal Bhavishya Yojna is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Aditya Birla SL Bal Bhavishya Yojna?
The AUM of Aditya Birla SL Bal Bhavishya Yojna is 1113.81 Cr as of 13th June 2025What is the expense ratio of Aditya Birla SL Bal Bhavishya Yojna Plan?
The expense ratio of Aditya Birla SL Bal Bhavishya Yojna Plan is 0.93How to exit Aditya Birla SL Bal Bhavishya Yojna?
If you have invested in Aditya Birla SL Bal Bhavishya Yojna, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for Aditya Birla SL Bal Bhavishya Yojna Plan?
There is a lock in period of 5 for Aditya Birla SL Bal Bhavishya YojnaWhat is the alpha of Aditya Birla SL Bal Bhavishya Yojna?
The alpha ratio for the Aditya Birla SL Bal Bhavishya Yojna is 2.92
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Aditya Birla SL Bal Bhavishya Yojna?
The volatility or standard deviation for the Aditya Birla SL Bal Bhavishya Yojna is 15.42
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Aditya Birla SL Bal Bhavishya Yojna?
The sharpe ratio for the Aditya Birla SL Bal Bhavishya Yojna is 0.06
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Aditya Birla SL Bal Bhavishya Yojna?
The Sortino ratio for the Aditya Birla SL Bal Bhavishya Yojna is 0.01
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Aditya Birla SL Bal Bhavishya Yojna?
The PE ratio (price-to-earnings) of the Aditya Birla SL Bal Bhavishya Yojna is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund Aditya Birla SL Bal Bhavishya Yojna Shares?
The Current NAV of Aditya Birla SL Bal Bhavishya Yojna is ₹21.78, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Aditya Birla SL Bal Bhavishya Yojna Plan?
There is a lock in period of 5 for Aditya Birla SL Bal Bhavishya Yojna
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Aditya Birla SL Bal Bhavishya Yojna Direct Growth
Growth
21.780.46% (-0.10)
High
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Returns
0.00%
0.00%
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6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
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5Y
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SIP
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Aditya Birla SL Bal Bhavishya Yojna Performance & Key Metrics
Aditya Birla SL Bal Bhavishya Yojna Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.93 | — | 0.06 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.70 | — | 0.27 |
Aditya Birla SL Bal Bhavishya Yojna Scheme InfoAditya Birla SL Bal Bhavishya Yojna Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 5 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Solution Oriented - Children's Fund
About Solution Oriented - Children's Fund
Solution Oriented - Children's Funds invest in high-risk stocks since the objective of the fund is to create a corpus for child's education. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.
Aditya Birla SL Bal Bhavishya Yojna Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Aditya Birla SL Bal Bhavishya Yojna Peers & Comparison
Comparing 3 mutual funds from
OtherSolution Oriented - Children's Fund
OtherSolution Oriented - Children's Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Aditya Birla SL Bal Bhavishya Yojna | 4.51% | 19.08% | 13.06% |
| UTI Children's Hybrid Fund-Scholarship-Direct plan | 204.10% | — | 101.38% |
| SBI Magnum Children's Benefit Fund-Investment Plan | 14.15% | 25.28% | 36.69% |
| ICICI Pru Child Care Fund-Gift Plan | 5.80% | 22.09% | 14.61% |
Aditya Birla SL Bal Bhavishya Yojna Returns Comparison
Compare Aditya Birla SL Bal Bhavishya Yojna with any MF, ETF, stock or indexCompare Aditya Birla SL Bal Bhavishya Yojna with any MF, ETF, stock or index
Aditya Birla SL Bal Bhavishya Yojna
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Aditya Birla SL Bal Bhavishya Yojna Asset Allocation
Aditya Birla SL Bal Bhavishya Yojna Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Aditya Birla SL Bal Bhavishya Yojna Sector Distribution
Aditya Birla SL Bal Bhavishya Yojna Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Aditya Birla SL Bal Bhavishya Yojna Sector Weightage
Aditya Birla SL Bal Bhavishya Yojna Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Aditya Birla SL Bal Bhavishya Yojna Current Holdings
Aditya Birla SL Bal Bhavishya Yojna Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
7.01 %
0.21 %Holdings
5.25 %
-0.20 %Holdings
4.22 %
0.07 %
AMC Profile of Aditya Birla SL Bal Bhavishya Yojna
AMC Profile of Aditya Birla SL Bal Bhavishya Yojna
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
Aditya Birla Sun Life AMC Limited, is a joint venture between the Aditya Birla Group and the Sun Life Financial Inc. of Canada. The joint venture brings together Aditya Birla Group's experience in the Indian market and Sun Life's global experience.
No.of Schemes
93
Total AUM
₹ 3,90,190.79 Cr.
Aditya Birla SL Bal Bhavishya Yojna Manager Details
Aditya Birla SL Bal Bhavishya Yojna Manager Details
Aditya Birla SL Bal Bhavishya Yojna Manager Profile
Aditya Birla SL Bal Bhavishya Yojna Manager Profile
Atul Penkar
AUM: ₹22,219.22 Cr.
|
Exp: 10yrs
Harshil Suvarnkar
AUM: ₹48,640.08 Cr.
|
Exp: 10yrs
Aditya Birla SL Bal Bhavishya Yojna Manager Performance (0)
Aditya Birla SL Bal Bhavishya Yojna Manager Performance (0)
Other: Solution Oriented - Children's Fund
Aditya Birla SL Bal Bhavishya Yojna Tax Implications
Aditya Birla SL Bal Bhavishya Yojna Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab
₹10 Lakh - ₹12 Lakh
+
-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.
You make
(unrealised)
Aditya Birla SL Bal Bhavishya Yojna Review & Opinions
Aditya Birla SL Bal Bhavishya Yojna Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%