Aditya BIRLA SUN LIFE BAL Bhavishya YOJNA Regular Growth

NAV · Regular-Growth

—-0.24-1.20%

As of — · AMFI

NAV growth+0.8%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Consistency

Steady

positive in 5 of 7 years

1Y return

+0.2%

3Y CAGR

+8.5%

5Y CAGR

+7.0%

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

15.4%

3Y std dev

Go deeper on Aditya BIRLA SUN LIFE BAL Bhavishya YOJNA Regular Growth

Two data-only views, computed from this fund's real NAV history — no projections.

Aditya BIRLA SUN LIFE BAL Bhavishya YOJNA Regular Growth SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Aditya BIRLA SUN LIFE BAL Bhavishya YOJNA Regular Growth real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Long-run track record: about 7.0% CAGR over 5 years. Worst historical drawdown: -34% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF209KB1E76

NAV (Direct-Growth)

₹19.8200

Last 1Y

+0.76%

Oct 25Min ₹17.72 · Max ₹21.32 · 245 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-34.0%

Peak ₹11.18 on 13 Feb 2020 → trough ₹7.38 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 17 Nov 2020

Feb 2025

-19.3%

Peak ₹20.94 on 27 Sept 2024 → trough ₹16.89 on 28 Feb 2025 (5 months down).

Recovered in 17 months· 3 Aug 2026

Jun 2022

-19.1%

Peak ₹14.53 on 15 Nov 2021 → trough ₹11.76 on 20 Jun 2022 (7 months down).

Recovered in 12 months· 21 Jun 2023

Aug 2019

-12.2%

Peak ₹10.76 on 16 Apr 2019 → trough ₹9.45 on 22 Aug 2019 (4 months down).

Recovered in 3 months· 28 Nov 2019

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-3.27%	—	—
1M	-5.93%	—	—
3M	-4.02%	—	—
6M	+9.26%	—	—
YTD	-4.02%	—	—
1Y	+0.15%	—	—
2Y	-0.90%	—	—
3Y	+8.49%	—	—
5Y	+7.05%	—	—
7Y	+10.38%	—	—

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray