Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs Axis Childrens Gift Fund compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Axis Children's Fund - Lock in - Growth
Chart Comparison
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 | Very High |
Asset Size (Cr) | ₹1155 Cr | ₹924 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 11 Feb 2019 | 08 Dec 2015 |
Category | Childrens | Childrens |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 48% | 24% |
Expense Ratio | 2.15 | 2.28 |
Manager | Atul Penkar | Hardik Shah |
ISIN Code | INF209KB1E76 | INF846K01WJ1 |
Exits Load | Data not available./365 | Axis Childrens Fund - Compulsory Lock-in - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Month | 0.05% | -0.33% |
6 Month | 6.35% | 4.36% |
1 Year | 0.5% | 5.53% |
3 Year | 16.36% | 12.07% |
5 Year | 14.69% | 13.75% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | 9.12% | 5.17% |
1 Year | 9.95% | 7.25% |
3 Year | 14.47% | 11.74% |
5 Year | 12.93% | 10.52% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Year | 11.81% | 10.95% |
3 Year | 11.8% | 9.84% |
5 Year | 12.77% | 11.53% |
Risk Management
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
Standard Deviation | 13.66% | 10.17% |
Sharp | 0.83% | 0.67% |
Beta | 0.95% | - |
Alpha | -2.43% | - |
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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 |
Funds Managed | 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 | 3.17 | 30.8 |
Large Cap | 56.58 | 48.91 |
Small Cap | 27.95 | 9.69 |
Mid Cap | 12.3 | 10.6 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 1.79 | 29.76 |
Energy | 5.75 | 5.27 |
Industrials | 8.87 | 7.5 |
Technology | 7.32 | 7.28 |
Consumer Defensive | 5.46 | 1.15 |
Basic Materials | 10.77 | 4.21 |
Financial Services | 29.14 | 24.4 |
Healthcare | 6.95 | 7.98 |
Consumer Cyclical | 14.57 | 7.18 |
Utilities | 4.34 | 1.21 |
Real Estate | 0.52 | 1.92 |
Communication Services | 4.52 | 2.16 |
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