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Axis Childrens Gift Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Axis Children's Fund - Lock in - Growth
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Fund | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1132 Cr | ₹901 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 11 Feb 2019 | 08 Dec 2015 |
| Category | Childrens | Childrens |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 48% | 24% |
| Expense Ratio | 2.15 | 2.28 |
| Manager | Atul Penkar | Hardik Shah |
| ISIN Code | INF209KB1E76 | INF846K01WJ1 |
| Exits Load | Data not available./365 | Axis Childrens Fund - Compulsory Lock-in - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Month | 6.11% | 4.05% |
| 6 Month | 11.19% | 6.3% |
| 1 Year | 6% | 5.8% |
| 3 Year | 14.79% | 10.95% |
| 5 Year | 14.49% | 13.24% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 3.01% | 2.28% |
| 1 Year | 14.93% | 10.74% |
| 3 Year | 13.68% | 11.61% |
| 5 Year | 12.5% | 10.05% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 10.72% | 10.64% |
| 3 Year | 12.12% | 9.86% |
| 5 Year | 13.35% | 11.67% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 12.73% | 9.24% |
| Sharp | 0.54% | 0.35% |
| Beta | 0.94% | - |
| Alpha | -2.09% | - |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Name | Atul Penkar | Hardik Shah |
| Total AUM | ₹21393 Cr | ₹0 Cr |
| Funds Managed | 3 | 12 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 6.45 | 31.07 |
| Large Cap | 56.89 | 48.46 |
| Small Cap | 27.53 | 8.94 |
| Mid Cap | 9.13 | 11.53 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 1.81 | 27.97 |
| Energy | 3.99 | 5.44 |
| Industrials | 7.98 | 8.65 |
| Technology | 6.49 | 8.63 |
| Consumer Defensive | 5.69 | 2.21 |
| Basic Materials | 13.51 | 3.49 |
| Financial Services | 27.33 | 22.47 |
| Healthcare | 7.99 | 7.57 |
| Consumer Cyclical | 17.45 | 7.55 |
| Utilities | 4.18 | 1.93 |
| Communication Services | 3.58 | 2.2 |
| Real Estate | - | 1.89 |
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