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) | ₹1032 Cr | ₹897 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 | 3.49% | 1.46% |
6 Month | -2.88% | -1.14% |
1 Year | 3.11% | 8.22% |
3 Year | 17.3% | 12.66% |
5 Year | 15.58% | 15% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | 8.86% | 5.22% |
1 Year | 6.55% | 6.16% |
3 Year | 14.03% | 11.65% |
5 Year | 12.62% | 10.55% |
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 | 13.761% | 10.93% |
Sharp | 0.262% | -0.032% |
Beta | - | - |
Alpha | - | - |
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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 | 2.99 | 30.88 |
Large Cap | 57.51 | 48.06 |
Small Cap | 28.07 | 11.64 |
Mid Cap | 11.42 | 9.42 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 1.72 | 29.75 |
Energy | 5.49 | 5.22 |
Industrials | 10.23 | 6.82 |
Technology | 8.7 | 8.51 |
Consumer Defensive | 6.14 | 0.98 |
Financial Services | 27.03 | 23.54 |
Basic Materials | 9.16 | 4.39 |
Healthcare | 5.57 | 8.39 |
Consumer Cyclical | 16.66 | 7.7 |
Utilities | 4.15 | 0.67 |
Real Estate | 0.63 | 2.21 |
Communication Services | 4.52 | 1.83 |
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