Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs Axis Childrens Gift Fund compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Axis Children's Fund - Lock in - Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Fund | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High |
Asset Size (Cr) | ₹1032 Cr | ₹897 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 Feb 2019 | 08 Dec 2015 |
Category | Childrens | Childrens |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 48% | 24% |
Expense Ratio | 2.15 | 2.28 |
Manager | Atul Penkar | Hardik Shah |
ISIN Code | INF209KB1E76 | INF846K01WJ1 |
Exits Load | Data not available./365 | Axis Childrens Fund - Compulsory Lock-in - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Month | -4.86% | -2.53% |
6 Month | -12.69% | -5.87% |
1 Year | 2.44% | 8.57% |
3 Year | 10.27% | 6.1% |
5 Year | 9.91% | 10.08% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | - | - |
1 Year | -12.19% | -0.47% |
3 Year | 9.11% | 8.47% |
5 Year | 10.14% | 9.82% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Year | 12.77% | 10.96% |
3 Year | 11.92% | 9.92% |
5 Year | 12.55% | 11.47% |
Risk Management
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Standard Deviation | 13.255% | 10.609% |
Sharp | 0.348% | 0.039% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Name | Atul Penkar | Hardik Shah |
Total AUM | ₹21393 Cr | ₹0 Cr |
Fund Manage | 3 | 12 |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 2.45 | 27.46 |
Large Cap | 54.85 | 49.35 |
Small Cap | 30.66 | 14.56 |
Mid Cap | 12.07 | 8.6 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 2.45 | 27.46 |
Petroleum Products | 5.27 | 4.05 |
Electrical Equipment | 3.79 | 1.49 |
IT - Software | 7.4 | 6.88 |
Food Products | 1.07 | 0.24 |
Construction | 3.25 | 2.17 |
Finance | 4.45 | 6.97 |
Banks | 20.24 | 14.43 |
Non - Ferrous Metals | 1.61 | 0.36 |
Chemicals & Petrochemicals | 2.1 | 2.29 |
Industrial Manufacturing | 0.49 | 0.93 |
Healthcare Services | 1.46 | 3.98 |
Cement & Cement Products | 1.11 | 0.2 |
Leisure Services | 2.55 | - |
Pharmaceuticals & Biotechnology | 2.39 | 4.72 |
Retailing | 3.63 | 3.91 |
Consumer Durables | 2.87 | - |
Automobiles | 5.1 | 3.37 |
IT - Services | 2.63 | - |
Agricultural Food & other Products | 0.76 | - |
Gas | 1.32 | - |
Diversified FMCG | 1.52 | - |
Insurance | 2.11 | 1.95 |
Realty | 0.65 | 2.41 |
Industrial Products | 3.17 | - |
Textiles & Apparels | 3.51 | - |
Oil | 0.91 | 0.53 |
Power | 2.97 | 0.68 |
Entertainment | 1.09 | - |
Fertilizers & Agrochemicals | 1.63 | 2.98 |
Telecom - Services | 2.45 | 1.55 |
Transport Services | 1.3 | - |
Beverages | 1.48 | 0.19 |
Auto Components | 1.3 | 2.16 |
Aerospace & Defense | - | 1.86 |
Household Products | - | 1.06 |
Consumable Fuels | - | 0.85 |
Capital Markets | - | 0.3 |
Top Comparisons
Franklin India Balanced Advantage Fund- Growth
3Y Returns0%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.44%
SBI Corporate Bond Fund - Regular Plan - Growth
3Y Returns6.08%
Sundaram Corporate Bond Fund Regular Plan- Growth
3Y Returns6.05%
Franklin India Index Fund- NSE Nifty 50 Index Fund - Growth
3Y Returns10.37%
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns16.67%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns16.87%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns14.55%