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) | ₹1116 Cr | ₹15 Cr | ₹15 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 | 2.71% | 3.85% | 3.85% |
6 Month | 17.56% | 13.46% | 13.46% |
1 Year | -1.91% | -5.51% | -5.51% |
3 Year | 13.32% | 11.74% | 11.74% |
5 Year | 13.24% | 13.21% | 13.21% |
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 | 3.94% | 2.64% | 2.64% |
1 Year | 11.04% | 3.02% | 3.02% |
3 Year | 13% | 9.62% | 9.62% |
5 Year | 11.96% | 9.97% | 9.97% |
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 | 12.96% | 13.24% | 13.24% |
Sharp | 0.42% | 0.28% | 0.28% |
Beta | 0.94% | 1.31% | 1.31% |
Alpha | -2.10% | -2.85% | -2.85% |
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 | 5.42 | 17.55 | 17.55 |
Large Cap | 56.39 | 34.11 | 34.11 |
Small Cap | 28.1 | 31.99 | 31.99 |
Mid Cap | 10.08 | 16.34 | 16.34 |
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 | 1.37 | 13.83 | 13.83 |
Energy | 4.03 | - | - |
Industrials | 7.84 | 20.92 | 20.92 |
Technology | 6.71 | 7.11 | 7.11 |
Consumer Defensive | 6.21 | 4.85 | 4.85 |
Basic Materials | 13.69 | 9.54 | 9.54 |
Financial Services | 27.15 | 16.47 | 16.47 |
Healthcare | 7.6 | 8.38 | 8.38 |
Consumer Cyclical | 16.9 | 12.56 | 12.56 |
Utilities | 4.73 | 5.83 | 5.83 |
Communication Services | 3.76 | 0.51 | 0.51 |
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