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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) | ₹1189 Cr | ₹928 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 | 2.28% | 0.89% |
| 6 Month | 6.61% | 3.68% |
| 1 Year | 9.33% | 7.59% |
| 3 Year | 14.27% | 10.59% |
| 5 Year | 12.95% | 11.58% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 3.19% | 2.23% |
| 1 Year | 16.16% | 10.59% |
| 3 Year | 13.35% | 11.15% |
| 5 Year | 12.25% | 9.67% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 9.86% | 10.43% |
| 3 Year | 12.18% | 9.93% |
| 5 Year | 13.37% | 11.72% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 12.86% | 9.32% |
| Sharp | 0.58% | 0.40% |
| Beta | 0.95% | - |
| Alpha | -1.66% | - |
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 | 7.22 | 30.54 |
| Large Cap | 55.95 | 49.15 |
| Small Cap | 27.8 | 8.87 |
| Mid Cap | 9.03 | 11.43 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 1.87 | 27.29 |
| Energy | 4.14 | 5.73 |
| Industrials | 6.94 | 8.88 |
| Technology | 6.45 | 8.71 |
| Consumer Defensive | 5.94 | 2.24 |
| Financial Services | 27.88 | 22.68 |
| Basic Materials | 13.74 | 3.46 |
| Healthcare | 8.4 | 7.54 |
| Consumer Cyclical | 16.77 | 7.32 |
| Utilities | 4.18 | 1.9 |
| Communication Services | 3.69 | 2.34 |
| Real Estate | - | 1.91 |
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