SolutionChildren’s FundDirect · Growth
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
Aditya Birla Sun Life · Scheme 146407
₹23.85▼ 0.50%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
13.2%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.49% |
| 3 Months | +5.86% |
| 6 Months | +5.11% |
| 1 Year | +8.41% |
| 3 Years (CAGR) | +13.20% |
| 5 Years (CAGR) | +10.82% |
| 10 Years (CAGR) | — |
| Since Launch | +12.32% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns60
Consistency84
Risk-adjusted26
Downside protection49
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.2%
- ✓ 3Y CAGR vs category: +2.8% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.8%
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return: +8.4%
- • Sharpe ratio: 0.42
- • Sortino ratio: 0.49
Risk metrics
Sharpe ratio
0.42
Sortino ratio
0.49
Volatility
16.03%
Max drawdown
-33.92%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.