ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH

Factsheet

As of 31 Aug 2026

Inception

11 Feb 2019

Fund managers

Mr. Chanchal Khandelwal (since 22 Mar 2021), Mr. Harshil Suvarnkar (since 01 Nov 2024)

Benchmark

Nifty 500 TRI

AUM

1266.45 crore

Regular expense

1.86%

Direct expense

0.8%

Portfolio turnover

0.36

Minimum investment

₹ 1,000

SIP minimum

₹ 500

Exit load

Compulsory Lock-in Option (5 years or till the child attains age of majority (whichever is earlier)

Standard deviation

15.13%

Beta

0.96

Sharpe

0.41