TickerKhojAditya Birla Sun Life Mutual Fund · Solution Oriented · Children’s · Direct plan
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct Plan - Growth
₹22.15NAV on 30 Oct 2026Expense ratio 1.17%
29 Oct 2025NAV low 19.9 · high 24.06-4.1%
In plain words
Over 3 years it returned +10.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -18.9%.
On 3-year return it ranks 4 of 9 funds in Children’s.
A monthly SIP over 5 years ended ₹27,281 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.3% | +1.9% |
| 3 months | -5.7% | -5.1% |
| 6 months | -0.9% | -3.2% |
| 1 year | -3.7% | -10.2% |
| 3 years (yearly) | +10.4% | +7.4% |
| 5 years (yearly) | +8.7% | +6.5% |
| Since start (yearly) | +10.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,217 | -3.8% |
| 3 years | ₹3,60,000 | ₹3,82,155 | +3.7% |
| 5 years | ₹5,90,000 | ₹7,31,896 | +8.4% |
Other plan of this fund: ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Regular Plan - Growth