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) ₹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 2.05% 2.19% 2.19%
6 Month 19.3% 16.7% 16.7%
1 Year 33.95% 30.56% 30.56%
3 Year 15.04% 13.77% 13.77%
5 Year 16.08% 15.1% 15.1%

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 13.47% 11.94% 11.94%
3 Year 30.31% 26.81% 26.81%
5 Year 47.92% 45.37% 45.37%

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 15.05% 14.83% 14.83%
3 Year 36.56% 36.27% 36.27%
5 Year 53.18% 52.16% 52.16%

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

Large Cap 57.52 48.87 48.87
Mid Cap 18.67 6.15 6.15
Small Cap 21.57 31.02 31.02
Others 2.24 13.97 13.97

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

Financial 24.4 21.72 21.72
Energy 12.72 3.76 3.76
Technology 4.26 7.88 7.88
Construction 6.73 8.8 8.8
Communication 5.48 1.92 1.92
Automobile 8 7.01 7.01
Healthcare 4.35 4.06 4.06
Consumer Discretionary 4.04 - -
Services 9.73 3.41 3.41
Chemicals 3.06 4.88 4.88
Consumer Staples 5.07 6.67 6.67
Materials 2.41 3.33 3.33
Metals & Mining 3.55 - -
Capital Goods 2.97 9.21 9.21
Textiles 1.2 3.55 3.55
Others 1.05 2.6 2.6
Insurance 0.98 - -
Sovereign - 9.95 9.95
Diversified - 1.26 1.26

Top Comparisons

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

VS

Quant Multi Asset Fund-Growth Quant Multi Asset Fund-Growth

3Y Returns23.65%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns8.06%

VS

DSP US Flexible Equity Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth

3Y Returns10.61%

Compare Now

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns10.57%

VS

UTI Balanced Advantage Fund - Regular (G) UTI Balanced Advantage Fund - Regular (G)

3Y Returns0%

Compare Now

SBI Conservative Hybrid Fund - Regular Plan - Growth SBI Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns10.82%

VS

Nippon India Hybrid Bond Fund-Growth Plan Nippon India Hybrid Bond Fund-Growth Plan

3Y Returns8.01%

Compare Now
Request call back
Add to Cart Successfully