Which funds are similar to Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth?
Funds similar to Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexi Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth in its category?
On a 3-year return basis Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth is ranked 28 out of 52 funds in the Equity: Flexi Cap category as of 6 Sep 2026. On a 5-year return basis it ranks 24 out of 38. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth's expense ratio compare to similar funds?
Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth has an expense ratio of 1.13%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.69% and HDFC Flexi Cap Direct Plan-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth's AUM compare to similar funds?
Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth has an AUM of ₹1,242.7 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,48,429 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,10,736 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Flexi Cap?
The top performing fund in the Equity: Flexi Cap category on a 3-year basis is SBI Childrens Fund - Investment Plan Direct-Growth with a CAGR of 21.20% as of 6 Sep 2026. Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth has delivered 11.51% CAGR over the same period, ranking 28 out of 52 funds. You can view and compare the full category ranking on sharpely.
How does Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Aditya Birla Sun Life Bal Bhavishya Yojna Direct-Growth has a Sharpe ratio of 0.50 compared to the Equity: Flexi Cap average of 0.56 as of 6 Sep 2026. It ranks 31 out of 54 funds in its category on Sharpe ratio.
