Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs LIC MF Childrens Gift Fund compare

Link copied to clipboard!

tortoise-icon Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Invest Now

tortoise-icon LIC MF Children's Gift Fund-Growth

Invest Now

tortoise-icon LIC MF Childrens Gift Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Fund Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹1088 Cr ₹16 Cr ₹16 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 11 Feb 2019 16 Oct 2001 16 Oct 2001
Category Childrens Funds Childrens Funds Childrens Funds
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 500 TRI BSE India Bond Index BSE India Bond Index
Turn Over 48% % 25%
Expense Ratio 2.15 2.45 2.45
Manager Atul Penkar Pratik Harish Shroff Pratik Harish Shroff
ISIN Code INF209KB1E76 INF767K01048 INF767K01048
Exits Load Data not available./365 Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
1 Month 5.67% 9.82% 9.82%
6 Month 4.45% 10.29% 10.29%
1 Year 18.48% 22.9% 22.9%
3 Year 13.11% 14.25% 14.25%
5 Year 13.15% 14.04% 14.04%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
6 Month - - -
1 Year 18.71% 23.63% 23.63%
3 Year 20.14% 20.46% 20.46%
5 Year 16.58% 17.23% 17.23%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
1 Year 12.49% 6.83% 6.83%
3 Year 11.96% 6.61% 6.61%
5 Year 13.05% 6.6% 6.6%

Risk Management

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Standard Deviation 11.68% 10.33% 10.33%
Sharp 0.69% 0.73% 0.73%
Beta 0.87% 1.36% 1.36%
Alpha -3.35% 9.21% 9.21%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth
Name Atul Penkar Pratik Harish Shroff Pratik Harish Shroff
Total AUM ₹21393 Cr ₹2586 Cr ₹2586 Cr
Fund Manage 3 10 10
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth LIC MF Children's Gift Fund-Growth LIC MF Childrens Gift Fund-Regular Plan-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

LIC MF Children's Gift Fund-Growth

LIC MF Childrens Gift Fund-Regular Plan-Growth

Others 2.24 11.93 11.93
Large Cap 57.52 51.36 51.36
Small Cap 21.57 29.95 29.95
Mid Cap 18.67 6.77 6.77

Sector Allocation

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

LIC MF Children's Gift Fund-Growth

LIC MF Childrens Gift Fund-Regular Plan-Growth

Others 1.05 11.93 11.93
Energy 12.72 - -
Technology 4.26 - -
Consumer Staples 5.07 - -
Materials 2.41 - -
Construction 6.73 2.48 2.48
Financial 24.4 - -
Metals & Mining 3.55 - -
Healthcare 4.35 - -
Chemicals 3.06 - -
Automobile 8 - -
Services 9.73 - -
Consumer Discretionary 4.04 - -
Communication 5.48 - -
Capital Goods 2.97 - -
Insurance 0.98 - -
Textiles 1.2 - -
Petroleum Products - 4.36 4.36
IT - Software - 7.41 7.41
Food Products - 3.62 3.62
Healthcare Services - 1.99 1.99
Diversified FMCG - 2.13 2.13
Banks - 18.36 18.36
Pharmaceuticals & Biotechnology - 3.64 3.64
Textiles & Apparels - 2.7 2.7
Auto Components - 2.89 2.89
Automobiles - 4.02 4.02
Chemicals & Petrochemicals - 2.27 2.27
IT - Services - 1.43 1.43
Electrical Equipment - 2.88 2.88
Fertilizers & Agrochemicals - 1.89 1.89
Beverages - 1.61 1.61
Finance - 1.96 1.96
Power - 3.1 3.1
Industrial Products - 3.67 3.67
Telecom - Services - 2.15 2.15
Other Utilities - 3.51 3.51
Industrial Manufacturing - 1.23 1.23
Retailing - 6.6 6.6
Consumer Durables - 0.98 0.98
Realty - 0.53 0.53
Commercial Services & Supplies - 0.67 0.67

Top Comparisons

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns5.48%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns6.12%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.78%

Compare Now

HDFC Focused 30 Fund - GROWTH PLAN HDFC Focused 30 Fund - GROWTH PLAN

3Y Returns25.04%

VS

Quant Focused Fund-Growth Quant Focused Fund-Growth

3Y Returns16.25%

Compare Now

ITI Liquid Fund Regular - Growth ITI Liquid Fund Regular - Growth

3Y Returns6.02%

VS

Mirae Asset Liquid Fund - Growth Mirae Asset Liquid Fund - Growth

3Y Returns6.34%

Compare Now
Request call back
Add to Cart Successfully