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

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Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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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)	₹1114 Cr	₹908 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

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
1 Month	1.97%	0.8%
6 Month	1.55%	2.83%
1 Year	2.87%	7.36%
3 Year	17.72%	12.98%
5 Year	14.84%	14.6%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
6 Month	6.75%	4.59%
1 Year	5.32%	6.23%
3 Year	14.09%	12.01%
5 Year	12.75%	10.78%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
1 Year	11.81%	10.95%
3 Year	11.8%	9.84%
5 Year	12.77%	11.53%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Axis Children's Fund - Lock in - Growth
Standard Deviation	13.97%	10.78%
Sharp	0.63%	0.42%
Beta	0.94%	-
Alpha	-2.02%	-

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

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