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) | ₹1114 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 | 3.45% | 2.99% | 2.99% |
6 Month | 4.2% | -4.18% | -4.18% |
1 Year | 4.15% | -0.31% | -0.31% |
3 Year | 18.3% | 14.99% | 14.99% |
5 Year | 15.31% | 14.74% | 14.74% |
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 | 11.31% | 6.66% | 6.66% |
1 Year | 11.98% | 2.38% | 2.38% |
3 Year | 16.03% | 11.94% | 11.94% |
5 Year | 13.79% | 11.59% | 11.59% |
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 | 11.81% | 6.82% | 6.82% |
3 Year | 11.8% | 6.79% | 6.79% |
5 Year | 12.77% | 6.73% | 6.73% |
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 | 13.97% | 13.96% | 13.96% |
Sharp | 0.63% | 0.44% | 0.44% |
Beta | 0.94% | 1.29% | 1.29% |
Alpha | -2.02% | -3.81% | -3.81% |
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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 | 2.99 | 19.72 | 19.72 |
Large Cap | 57.51 | 24.79 | 24.79 |
Small Cap | 28.07 | 45.98 | 45.98 |
Mid Cap | 11.42 | 9.51 | 9.51 |
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 | 1.72 | 14.34 | 14.34 |
Energy | 5.49 | - | - |
Industrials | 10.23 | 23.9 | 23.9 |
Technology | 8.7 | 6.88 | 6.88 |
Consumer Defensive | 6.14 | 1.94 | 1.94 |
Financial Services | 27.03 | 13.17 | 13.17 |
Basic Materials | 9.16 | 11.7 | 11.7 |
Healthcare | 5.57 | 5.47 | 5.47 |
Consumer Cyclical | 16.66 | 17.57 | 17.57 |
Utilities | 4.15 | 4.46 | 4.46 |
Real Estate | 0.63 | 0.57 | 0.57 |
Communication Services | 4.52 | - | - |
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