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

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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Axis Children's Fund - Lock in - Growth

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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)	₹1088 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 Funds	Childrens Funds
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

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
1 Month	2.86%	2.41%
6 Month	7.98%	11.25%
1 Year	22.27%	20.74%
3 Year	13.15%	7.19%
5 Year	13.53%	12.79%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
6 Month	-	-
1 Year	18.71%	21.02%
3 Year	20.14%	14.8%
5 Year	16.58%	13.91%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
1 Year	12.49%	10.64%
3 Year	11.96%	10.07%
5 Year	13.05%	11.43%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
Standard Deviation	11.68%	10.09%
Sharp	0.69%	0.34%
Beta	0.87%	0.82%
Alpha	-3.35%	-3%

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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
Fund Manage	3	12
	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
Others	2.24	27.46
Large Cap	57.52	49.35
Small Cap	21.57	14.56
Mid Cap	18.67	8.6

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
Others	1.05	27.46
Energy	12.72	-
Technology	4.26	-
Consumer Staples	5.07	-
Materials	2.41	-
Construction	6.73	2.17
Financial	24.4	-
Metals & Mining	3.55	-
Healthcare	4.35	-
Chemicals	3.06	-
Automobile	8	-
Services	9.73	-
Consumer Discretionary	4.04	-
Communication	5.48	-
Capital Goods	2.97	-
Insurance	0.98	1.95
Textiles	1.2	-
Petroleum Products	-	4.05
IT - Software	-	6.88
Pharmaceuticals & Biotechnology	-	4.72
Finance	-	6.97
Banks	-	14.43
Non - Ferrous Metals	-	0.36
Electrical Equipment	-	1.49
Healthcare Services	-	3.98
Cement & Cement Products	-	0.2
Aerospace & Defense	-	1.86
Auto Components	-	2.16
Automobiles	-	3.37
Chemicals & Petrochemicals	-	2.29
Retailing	-	3.91
Beverages	-	0.19
Oil	-	0.53
Food Products	-	0.24
Realty	-	2.41
Fertilizers & Agrochemicals	-	2.98
Household Products	-	1.06
Telecom - Services	-	1.55
Consumable Fuels	-	0.85
Industrial Manufacturing	-	0.93
Capital Markets	-	0.3
Power	-	0.68