LIC MF Childrens Gift Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
LIC MF Children's Gift Fund-Growth
LIC MF Childrens Gift Fund-Regular Plan-Growth
Chart Comparison
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 Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1032 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 | Childrens | Childrens |
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 | -4.86% | -9.22% | -9.22% |
6 Month | -12.69% | -10.02% | -10.02% |
1 Year | 2.44% | 3.82% | 3.82% |
3 Year | 10.27% | 9.4% | 9.4% |
5 Year | 9.91% | 10.41% | 10.41% |
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 | -12.19% | -8.43% | -8.43% |
3 Year | 9.11% | 9.75% | 9.75% |
5 Year | 10.14% | 10.97% | 10.97% |
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 | 12.77% | 6.99% | 6.99% |
3 Year | 11.92% | 6.72% | 6.72% |
5 Year | 12.55% | 6.67% | 6.67% |
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 | 13.255% | 11.508% | 11.508% |
Sharp | 0.348% | 0.469% | 0.469% |
Beta | - | - | - |
Alpha | - | - | - |
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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 | 2.45 | 11.93 | 11.93 |
Large Cap | 54.85 | 51.36 | 51.36 |
Small Cap | 30.66 | 29.95 | 29.95 |
Mid Cap | 12.07 | 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 | 2.45 | 11.93 | 11.93 |
Petroleum Products | 5.27 | 4.36 | 4.36 |
Electrical Equipment | 3.79 | 2.88 | 2.88 |
IT - Software | 7.4 | 7.41 | 7.41 |
Food Products | 1.07 | 3.62 | 3.62 |
Construction | 3.25 | 2.48 | 2.48 |
Finance | 4.45 | 1.96 | 1.96 |
Banks | 20.24 | 18.36 | 18.36 |
Non - Ferrous Metals | 1.61 | - | - |
Chemicals & Petrochemicals | 2.1 | 2.27 | 2.27 |
Industrial Manufacturing | 0.49 | 1.23 | 1.23 |
Healthcare Services | 1.46 | 1.99 | 1.99 |
Cement & Cement Products | 1.11 | - | - |
Leisure Services | 2.55 | - | - |
Pharmaceuticals & Biotechnology | 2.39 | 3.64 | 3.64 |
Retailing | 3.63 | 6.6 | 6.6 |
Consumer Durables | 2.87 | 0.98 | 0.98 |
Automobiles | 5.1 | 4.02 | 4.02 |
IT - Services | 2.63 | 1.43 | 1.43 |
Agricultural Food & other Products | 0.76 | - | - |
Gas | 1.32 | - | - |
Diversified FMCG | 1.52 | 2.13 | 2.13 |
Insurance | 2.11 | - | - |
Realty | 0.65 | 0.53 | 0.53 |
Industrial Products | 3.17 | 3.67 | 3.67 |
Textiles & Apparels | 3.51 | 2.7 | 2.7 |
Oil | 0.91 | - | - |
Power | 2.97 | 3.1 | 3.1 |
Entertainment | 1.09 | - | - |
Fertilizers & Agrochemicals | 1.63 | 1.89 | 1.89 |
Telecom - Services | 2.45 | 2.15 | 2.15 |
Transport Services | 1.3 | - | - |
Beverages | 1.48 | 1.61 | 1.61 |
Auto Components | 1.3 | 2.89 | 2.89 |
Other Utilities | - | 3.51 | 3.51 |
Commercial Services & Supplies | - | 0.67 | 0.67 |
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