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) | ₹1189 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 | 3.27% | 1.35% | 1.35% |
| 6 Month | 7.71% | 4.99% | 4.99% |
| 1 Year | 8.8% | 1.93% | 1.93% |
| 3 Year | 13.92% | 10.92% | 10.92% |
| 5 Year | 13.11% | 11.22% | 11.22% |
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 | 3.19% | 0.93% | 0.93% |
| 1 Year | 16.16% | 4.82% | 4.82% |
| 3 Year | 13.35% | 8.7% | 8.7% |
| 5 Year | 12.25% | 9.44% | 9.44% |
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 | 9.86% | 6.61% | 6.61% |
| 3 Year | 12.18% | 6.99% | 6.99% |
| 5 Year | 13.37% | 6.86% | 6.86% |
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 | 19.18 | 19.18 |
| Large Cap | 56.89 | 36.56 | 36.56 |
| Small Cap | 27.53 | 27.99 | 27.99 |
| Mid Cap | 9.13 | 16.26 | 16.26 |
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 | 12.66 | 12.66 |
| Energy | 3.99 | - | - |
| Industrials | 7.98 | 16.07 | 16.07 |
| Technology | 6.49 | 7.03 | 7.03 |
| Consumer Defensive | 5.69 | 6.01 | 6.01 |
| Basic Materials | 13.51 | 6.82 | 6.82 |
| Financial Services | 27.33 | 21.4 | 21.4 |
| Healthcare | 7.99 | 10.19 | 10.19 |
| Consumer Cyclical | 17.45 | 14.02 | 14.02 |
| Utilities | 4.18 | 3.44 | 3.44 |
| Communication Services | 3.58 | 2.36 | 2.36 |
Top Comparisons
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.66%
Mirae Asset Large Cap Fund - Growth Plan
3Y Returns12.99%
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option
3Y Returns20.06%
Tata Multi Asset Allocation Fund-Regular Plan-Growth
3Y Returns14.99%
SBI Savings Fund - Regular Plan - Growth
3Y Returns7.11%
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.55%
ITI Banking and PSU Fund Regular - Growth
3Y Returns7.07%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns%