Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth
The fund is rated 0.5 stars. One factor, balance between returns and downside risk, provided some support. Both investment selection within each asset type and investment selection within each industry were the main limitations and did not provide enough support for a higher rating. One reduction, higher annual fee of 2.28%, was a minor drawback.
This fund has a bad track record with Asset Selection/Timing, a bad track record with Stock Selection/Timing, a ok risk-reward ratio. It is important to note, however, that this fund has a 1266.447 AUM and a 2.28 expense ratio. Considering all these factors, we have rated this fund as 0.5 star.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
22 Oct 2026 நிலவரப்படி
Risk ratios
30 Sep 2026 நிலவரப்படி
Portfolio
30 Sep 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (68)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| ICICI Bank Ltd. | 5.74% | ₹68.71 Cr | 5,19,867 |
| HDFC Bank Ltd. | 3.56% | ₹42.61 Cr | 6,01,262 |
| Reliance Industries Ltd. | 3.28% | ₹39.3 Cr | 3,31,076 |
| Axis Bank Ltd. | 2.77% | ₹33.21 Cr | 2,70,896 |
| Meesho Ltd. | 2.59% | ₹30.98 Cr | 13,60,072 |
| Bharti Airtel Ltd. | 2.45% | ₹29.4 Cr | 1,67,309 |
| Infosys Ltd. | 2.29% | ₹27.47 Cr | 2,76,281 |
| Eternal Ltd. | 2.07% | ₹24.8 Cr | 7,75,000 |
| State Bank of India | 2.06% | ₹24.71 Cr | 2,57,500 |
| Hindalco Industries Ltd. | 2.04% | ₹24.49 Cr | 2,60,000 |
Fund விவரங்கள்
long term capital growth. investment in predominantly equity and equity related securities as well as debt and money market instruments.
The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.