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Axis Childrens Gift Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare

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tortoise-icon Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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tortoise-icon Axis Children's Fund - Lock in - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1032 Cr ₹897 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 2.72% 2.32%
6 Month -5.13% -0.75%
1 Year 2.49% 11.38%
3 Year 11.96% 8.62%
5 Year 14.5% 14.81%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Axis Children's Fund - Lock in - Growth
6 Month 0.2% 1.83%
1 Year -7.05% 1.86%
3 Year 11.35% 10.93%
5 Year 11.12% 10.45%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Axis Children's Fund - Lock in - Growth
1 Year 12.77% 10.96%
3 Year 11.92% 9.92%
5 Year 12.55% 11.47%

Risk Management

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Axis Children's Fund - Lock in - Growth
Standard Deviation 13.761% 10.93%
Sharp 0.262% -0.032%
Beta - -
Alpha - -

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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 2.99 30.88
Large Cap 57.51 48.06
Small Cap 28.07 11.64
Mid Cap 11.42 9.42

Sector Allocation

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Axis Children's Fund - Lock in - Growth

Others 1.72 29.75
Energy 5.49 5.22
Industrials 10.23 6.82
Technology 8.7 8.51
Consumer Defensive 6.14 0.98
Financial Services 27.03 23.54
Basic Materials 9.16 4.39
Healthcare 5.57 8.39
Consumer Cyclical 16.66 7.7
Utilities 4.15 0.67
Real Estate 0.63 2.21
Communication Services 4.52 1.83

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