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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) | ₹1203 Cr | ₹931 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 | -0.58% | -1.12% |
| 6 Month | 4.13% | 2.05% |
| 1 Year | 3.29% | 2.24% |
| 3 Year | 13.61% | 10.34% |
| 5 Year | 11.3% | 9.94% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 2.36% | 1.29% |
| 1 Year | 15.98% | 9.49% |
| 3 Year | 12.63% | 10.31% |
| 5 Year | 11.85% | 9.15% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 9.24% | 10.32% |
| 3 Year | 12.26% | 9.96% |
| 5 Year | 13.28% | 11.7% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 12.84% | 9.33% |
| Sharp | 0.55% | 0.39% |
| Beta | 0.95% | - |
| Alpha | -1.39% | - |
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 | 6.29 | 31.37 |
| Large Cap | 55.87 | 50.58 |
| Small Cap | 27.26 | 8.46 |
| Mid Cap | 10.58 | 9.59 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 1.14 | 27.61 |
| Energy | 4.31 | 5.99 |
| Technology | 7.67 | 8.78 |
| Consumer Defensive | 6.58 | 2.45 |
| Industrials | 6.75 | 8.4 |
| Financial Services | 27.86 | 23 |
| Consumer Cyclical | 15.47 | 7.78 |
| Basic Materials | 13.72 | 2.7 |
| Healthcare | 9.98 | 7.23 |
| Utilities | 2.85 | 1.88 |
| Communication Services | 3.68 | 2.38 |
| Real Estate | - | 1.78 |
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