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) | ₹1132 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 | 4.02% | 2.03% | 2.03% |
| 6 Month | 10.53% | 8.47% | 8.47% |
| 1 Year | 4.6% | -1.08% | -1.08% |
| 3 Year | 14.04% | 10.94% | 10.94% |
| 5 Year | 14.26% | 12.68% | 12.68% |
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 | 0.03% | 0.38% | 0.38% |
| 1 Year | 7.83% | 2.39% | 2.39% |
| 3 Year | 10.62% | 7.72% | 7.72% |
| 5 Year | 10.73% | 8.91% | 8.91% |
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 | 10.72% | 6.62% | 6.62% |
| 3 Year | 12.12% | 6.91% | 6.91% |
| 5 Year | 13.35% | 6.81% | 6.81% |
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 | 12.86% | 13.04% | 13.04% |
| Sharp | 0.58% | 0.37% | 0.37% |
| Beta | 0.95% | 1.32% | 1.32% |
| Alpha | -1.66% | -3.43% | -3.43% |
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 | 6.45 | 18.17 | 18.17 |
| Large Cap | 56.89 | 34.62 | 34.62 |
| Small Cap | 27.53 | 32.55 | 32.55 |
| Mid Cap | 9.13 | 14.66 | 14.66 |
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 | 1.81 | 14.39 | 14.39 |
| Energy | 3.99 | - | - |
| Industrials | 7.98 | 18.19 | 18.19 |
| Technology | 6.49 | 6.66 | 6.66 |
| Consumer Defensive | 5.69 | 5.04 | 5.04 |
| Basic Materials | 13.51 | 9.6 | 9.6 |
| Financial Services | 27.33 | 17.08 | 17.08 |
| Healthcare | 7.99 | 8.57 | 8.57 |
| Consumer Cyclical | 17.45 | 13.82 | 13.82 |
| Utilities | 4.18 | 5.84 | 5.84 |
| Communication Services | 3.58 | 0.82 | 0.82 |
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