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

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

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

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

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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) ₹1060 Cr ₹17 Cr ₹17 Cr
Min Investment ₹1000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 05 Feb 2019 16 Oct 2001 16 Oct 2001
Category Childrens Funds Childrens Funds Childrens Funds
Fund Type Close 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 2.46 2.46
Manager Atul Penkar Pratik Harish Shroff Pratik Harish Shroff
ISIN Code INF209KB1E76 INF767K01048 INF767K01048
Exits Load Nil/365 Nil/365 Nil/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 -3.23% -3.53% -3.53%
6 Month 11.24% 12.15% 12.15%
1 Year 25.74% 23.81% 23.81%
3 Year 10.39% 10.55% 10.55%
5 Year 13.02% 12.71% 12.71%

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 15.5% 15.24% 15.24%
3 Year 18.3% 16.99% 16.99%
5 Year 15.61% 15.28% 15.28%

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%

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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 13.97 13.97
Large Cap 57.52 48.87 48.87
Small Cap 21.57 31.02 31.02
Mid Cap 18.67 6.15 6.15

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 2.6 2.6
Energy 12.72 3.76 3.76
Technology 4.26 7.88 7.88
Consumer Staples 5.07 6.67 6.67
Materials 2.41 3.33 3.33
Construction 6.73 8.8 8.8
Financial 24.4 21.72 21.72
Metals & Mining 3.55 - -
Healthcare 4.35 4.06 4.06
Chemicals 3.06 4.88 4.88
Automobile 8 7.01 7.01
Services 9.73 3.41 3.41
Consumer Discretionary 4.04 - -
Communication 5.48 1.92 1.92
Capital Goods 2.97 9.21 9.21
Insurance 0.98 - -
Textiles 1.2 3.55 3.55
Sovereign - 9.95 9.95
Diversified - 1.26 1.26

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