SolutionChildren’s FundDirect · Growth
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
Aditya Birla Sun Life · Scheme 146407
₹23.83▼ 0.38%NAV · 2026-09-18
Decent FundScore
AUM
₹1,243 cr
Expense ratio
1.07%
3Y CAGR
13.3%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Ajay GargExit load: Nil
Decent · 61/100
A solid option with a few areas worth a closer look.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +13.3%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.41) — took on risk without enough payoff.
- •1Y return: +8.3%
- •Sharpe ratio: 0.41
FundScore breakdown
61/100 · Decent
Returns
Decent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.