Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
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ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
Aditya Birla Sun Life Mutual Fund · Managed by Chanchal Khandelwal; Harshil Suvarnkar
33slipping
Latest NAV
₹23.8300
as of 18 Aug 2026
AUM
—
Expense ratio
0.82%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
33/100slipping
Rank #5 of 37 · top 67%
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
1.88%
3M
6.86%
6M
4.79%
1Y
8.27%
3Y CAGR
13.30%
5Y CAGR
11.03%
Since incep.
12.23%
Fund details
- Fund manager
- Chanchal Khandelwal; Harshil Suvarnkar
- Riskometer
- Very High Risk
- Type
- Open Ended
- Portfolio turnover
- 36%
- Volatility (3Y)
- 16.0%
- Rating (external)
- —
Investment 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.
NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.
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Stock holdings
Latest portfolio disclosure for this scheme.
No data yet
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