ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA- Regular - IDCW

Open Ended Schemes(Solution Oriented Scheme - Children’s Fund)Very High RiskISIN INF209KB1E92

NAV · 06-Jul-2026

₹16.9400

+3.88%

-7.97%

1Y (CAGR)

-4.10%

3Y (CAGR)

+4.40%

5Y (CAGR)

+5.09%

Since inception (CAGR)

+7.31%

NAV history

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Risk & SIP analytics

Q4 · 3Y in category

Volatility (3y)

15.88%

Downside dev (3y)

15.00%

Max drawdown (3y)

-23.3%

Sharpe (3y)

-0.13

SIP XIRR (3y)

-1.70%

SIP XIRR (5y)

+3.34%

Calendar-year returns

2020 +14.2%2021 +12.3%2022 +0.0%2023 +22.7%2024 +6.5%2025 +0.6%

Fund facts

Fund managerChanchal Khandelwal · Harshil Suvarnkar

AUM₹11,874 Cr

TER · AMFI officialDirect 1.14% · Regular 2.33% (2026-06-30)

Launch date22-Jan-2019

Plan typeOpen Ended · Solution Oriented

Min lumpsum1000

Lock-in5 yr

Volatility16.04

AMCAditya Birla Sun Life AMC Limited

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.

scheme documents ↗