Otherregulargrowth
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.69%
1 Month-10.10%
3 Months-13.60%
6 Months-9.22%
1 Year-1.61%
3 Years (CAGR)+11.16%
5 Years (CAGR)+6.80%
10 Years (CAGR)—
Since Inception (Feb 2019)+8.34%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.49%
3 Year SIP+0.59%
5 Year SIP+4.96%
Since Inception (Feb 2019)+7.33%
Fund Details
Fund HouseAditya Birla Sun Life Mutual Fund
CategoryOther
Plan Typeregular
Optiongrowth
AUM₹1,157 Cr
Expense Ratio2.17%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date12 Feb 2019
AMFI Code146409
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH by Aditya Birla Sun Life Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.
About This Fund
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH is a Other mutual fund offered by Aditya Birla Sun Life Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹1,157 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.17%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations