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

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

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tortoise-icon Axis Children's Fund - Lock in - 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 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 Average
Asset Size (Cr) ₹1060 Cr ₹873 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹100
Launch Date 05 Feb 2019 12 May 2015
Category Childrens Funds Childrens Funds
Fund Type Close Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 48% 24%
Expense Ratio 2.15 2.31
Manager Atul Penkar Hardik Shah
ISIN Code INF209KB1E76 INF846K01WJ1
Exits Load Nil/365 Exit load of 3% if units are redeemed within 1 year, 2% if redeemed after 1 year but within 2 years and 1% if redeemed after 2 years but within 3 years., 2% for redemption between 366 - 730 days, 1% for redemption between 731 - 1095 days/365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Axis Children's Fund - Lock in - Growth
1 Month -6.07% -3.46%
6 Month 4.36% 9.76%
1 Year 20.24% 19.96%
3 Year 9.94% 5.79%
5 Year 12.1% 11.92%

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 15.5% 18.99%
3 Year 18.3% 13.32%
5 Year 15.61% 13.22%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Axis Children's Fund - Lock in - Growth
1 Year 12.49% 10.64%
3 Year 11.96% 10.07%
5 Year 13.05% 11.43%

Risk Management

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Axis Children's Fund - Lock in - Growth
Standard Deviation 11.68% 10.09%
Sharp 0.69% 0.34%
Beta 0.87% 0.82%
Alpha -3.35% -3%

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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 2.24 28.64
Large Cap 57.52 48.29
Small Cap 21.57 11.92
Mid Cap 18.67 11.15

Sector Allocation

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Axis Children's Fund - Lock in - Growth

Others 1.05 0.41
Energy 12.72 4.36
Technology 4.26 6.45
Consumer Staples 5.07 1.85
Materials 2.41 3.19
Construction 6.73 4.7
Financial 24.4 26.36
Metals & Mining 3.55 0.96
Healthcare 4.35 7.25
Chemicals 3.06 5.75
Automobile 8 10.05
Services 9.73 4.37
Consumer Discretionary 4.04 -
Communication 5.48 3.82
Capital Goods 2.97 3.46
Insurance 0.98 1.27
Textiles 1.2 -
Sovereign - 15.75

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