Aditya Birla Sun Life Bal Bhavishya Yojna Wealth Plan Regular IDCW Payout
Aditya Birla Sun Life AMC Ltd
₹16.17 (+0.81%)
NAV as of 9 Oct 2026
Minimum Investment: ₹1,000
Return
-1.17% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.16%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹1,000
- Category
- Children
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,031
Invested ₹1,000
▲+3.08%1 year
₹988
Invested ₹1,000
▼-1.17%3 years
₹1,080
Invested ₹1,000
▲+8.05%5 years
₹1,067
Invested ₹1,000
▲+6.69%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -1.17% | +8.05% | +6.69% | — |
| Cumulative returns (%) | -1.17% | +26.14% | +38.24% | — |
Fund Manager
| Manager | Harshil Suvarnkar |
|---|---|
| Role | Manager |
| Manager Tenure | 5.53 yrs |
About Fund
| Date of Incorporation | 12 Feb 2019 |
|---|---|
| Fund House | Aditya Birla Sun Life AMC Ltd |
| Custodian | Citibank NA |
| Registrar / Transfer Agent | Aditya Birla Sun Life AMC Ltd |
| Address | Citibank, N.A.,388 Greenwich Street,New York, NY 10048,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 5.97% |
| HDFC Bank Ltd | 3.37% |
| Reliance Industries Ltd | 3.34% |
| Axis Bank Ltd | 2.78% |
| Maruti Suzuki India Ltd | 2.48% |
| Infosys Ltd | 2.47% |
| Bharti Airtel Ltd | 2.39% |
| Welspun Corp Ltd | 2.39% |
| Larsen & Toubro Ltd | 2.39% |
| Meesho Ltd | 2.21% |
| State Bank of India | 2.16% |
| AU Small Finance Bank Ltd | 2.13% |
| Shriram Finance Ltd | 2.10% |
| Hindalco Industries Ltd | 2.08% |
| Eternal Ltd | 2.07% |
| Mahindra & Mahindra Ltd | 2.01% |
| Sumitomo Chemical India Ltd Ordinary Shares | 1.88% |
Investment Strategy
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.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.