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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) | ₹1116 Cr | ₹890 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 | 2.05% | 1.9% |
| 6 Month | 16.87% | 10.68% |
| 1 Year | -2.4% | 0.33% |
| 3 Year | 12.36% | 9.15% |
| 5 Year | 12.95% | 12.87% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 3.94% | 2.59% |
| 1 Year | 11.04% | 8.08% |
| 3 Year | 13% | 11.05% |
| 5 Year | 11.96% | 9.76% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 11.13% | 10.86% |
| 3 Year | 11.99% | 9.93% |
| 5 Year | 13.32% | 11.61% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 12.96% | 9.44% |
| Sharp | 0.42% | 0.21% |
| Beta | 0.94% | - |
| Alpha | -2.10% | - |
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 | 3.75 | 31.21 |
| Large Cap | 56.13 | 46.55 |
| Small Cap | 29.6 | 10.62 |
| Mid Cap | 10.52 | 11.63 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 0.75 | 27.85 |
| Energy | 4.72 | 5.21 |
| Industrials | 8.19 | 9.35 |
| Technology | 6.88 | 7.37 |
| Consumer Defensive | 6.28 | 1.4 |
| Basic Materials | 13.8 | 4.21 |
| Financial Services | 27.56 | 22.82 |
| Healthcare | 7.41 | 8.8 |
| Consumer Cyclical | 15.03 | 7.47 |
| Utilities | 4.82 | 1.45 |
| Real Estate | 0 | 1.85 |
| Communication Services | 4.55 | 2.21 |
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