Widely used:
Analyst’s Choice
Recently Viewed
Clear AllValue Research Rating
Analyst’s Choice
Riskometer
Very High
₹18.6700 0.11%
As on 24-Apr-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan
|
|
|
Very High
|
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2.19 |
|
 |
|
Very High
|
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1.33 |
||
|
|
Very High
|
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1.41 |
||
 |
|
Very High
|
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1.75 |
||
|
|
Very High
|
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1.68 |
₹1,025 Cr
--
1,000
1
500
6
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.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Being a children's fund, it carries a lock-in of 5 years or till the child attains the age of maturity, whichever is earlier. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains.
Mutual funds can be bought directly from the website of the fund house. For instance, Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan fund can be purchased from the website of Aditya Birla Sun Life Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan is ₹18.6700 as of 25-Apr-2025.
The AUM of Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan Fund is ₹1,025 Cr as of 31-Mar-2025
The riskometer level of Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
7.10
|
|
|
5.36
|
|
|
4.46
|
|
|
4.12
|
|
|
3.07
|
As of 31-Mar-2025, Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan had invested 99.12% in Equity and 0.88% in Cash & Cash Eq. See More
Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan is 6 years 2 months old. It has delivered 10.59% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
4.59%
|
12.02%
|
16.01%
|
--
|
--
|
10.59%
|
No, There is no lock in period in Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan.
The expense ratio of Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan is 2.19.
