Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs LIC MF Childrens Gift Fund 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 | Very High | Very High |
| Asset Size (Cr) | ₹1145 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 | -1.5% | -2.55% | -2.55% |
| 6 Month | 13.19% | 6.39% | 6.39% |
| 1 Year | -0.85% | -3.83% | -3.83% |
| 3 Year | 12.44% | 10.05% | 10.05% |
| 5 Year | 13.56% | 13.02% | 13.02% |
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 | 4.04% | 1.38% | 1.38% |
| 1 Year | 5.31% | -4.27% | -4.27% |
| 3 Year | 12.14% | 8.29% | 8.29% |
| 5 Year | 11.54% | 9.34% | 9.34% |
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 | 11.13% | 6.73% | 6.73% |
| 3 Year | 11.99% | 6.84% | 6.84% |
| 5 Year | 13.32% | 6.76% | 6.76% |
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 | 12.88% | 13.11% | 13.11% |
| Sharp | 0.60% | 0.42% | 0.42% |
| Beta | 0.93% | 1.29% | 1.29% |
| Alpha | -1.77% | -3.01% | -3.01% |
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 |
| Funds Managed | 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 | 3.75 | 16.89 | 16.89 |
| Large Cap | 56.13 | 32.49 | 32.49 |
| Small Cap | 29.6 | 34.51 | 34.51 |
| Mid Cap | 10.52 | 16.1 | 16.1 |
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 | 0.75 | 15.26 | 15.26 |
| Energy | 4.72 | - | - |
| Industrials | 8.19 | 25.84 | 25.84 |
| Technology | 6.88 | 5.57 | 5.57 |
| Consumer Defensive | 6.28 | 3.33 | 3.33 |
| Basic Materials | 13.8 | 8.76 | 8.76 |
| Financial Services | 27.56 | 15.53 | 15.53 |
| Healthcare | 7.41 | 6.48 | 6.48 |
| Consumer Cyclical | 15.03 | 14.28 | 14.28 |
| Utilities | 4.82 | 4.95 | 4.95 |
| Real Estate | 0 | - | - |
| Communication Services | 4.55 | - | - |
Top Comparisons
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns17.11%
Invesco India ELSS Tax Saver Fund - Growth
3Y Returns15.93%
DSP Bond Fund - Growth
3Y Returns7.46%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.58%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns18.53%
Quant Multi Asset Allocation Fund-Growth
3Y Returns19.53%
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth
3Y Returns21.38%
Axis Children's Fund - Lock in - Growth
3Y Returns8.73%