← Aditya Birla Sun Life Mutual Fund
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA REGULAR GROWTH
Open Ended Schemes(Solution Oriented Scheme - Children’s Fund)Very High RiskISIN INF209KB1E76
NAV · 06-Jul-2026
₹20.7600
1M
+3.82%
6M
-1.24%
1Y (CAGR)
+2.89%
3Y (CAGR)
+11.73%
5Y (CAGR)
+9.46%
Since inception (CAGR)
+10.30%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
14.59%
Downside dev (3y)
12.37%
Max drawdown (3y)
-19.3%
Sharpe (3y)
0.36
SIP XIRR (3y)
+7.56%
SIP XIRR (5y)
+10.18%
Calendar-year returns
2020 +14.3%2021 +12.3%2022 +0.0%2023 +22.7%2024 +14.3%2025 +6.9%
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 ↗