TickerKhojAditya Birla Sun Life Mutual Fund · Solution Oriented · Children’s · Regular plan
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Regular Plan - Growth
₹19.58NAV on 30 Oct 2026Expense ratio 2.30%
29 Oct 2025NAV low 17.72 · high 21.32-5.2%
In plain words
Over 3 years it returned +8.9% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.3%.
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 | -2.4% | +1.9% |
| 3 months | -6.0% | -5.1% |
| 6 months | -1.5% | -3.2% |
| 1 year | -4.8% | -10.2% |
| 3 years (yearly) | +8.9% | +7.4% |
| 5 years (yearly) | +7.1% | +6.5% |
| Since start (yearly) | +9.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,374 | -4.9% |
| 3 years | ₹3,60,000 | ₹3,74,266 | +2.4% |
| 5 years | ₹5,90,000 | ₹7,04,615 | +6.9% |
Other plan of this fund: ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA - Direct Plan - Growth