LIC MF Childrens Gift Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
LIC MF Children's Gift Fund-Growth
LIC MF Childrens Gift Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹1116 Cr | ₹15 Cr | ₹15 Cr |
Min Investment | ₹1000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 11 Feb 2019 | 16 Oct 2001 | 16 Oct 2001 |
Category | Childrens | Childrens | Childrens |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE India Bond Index | BSE India Bond Index |
Turn Over | 48% | % | 25% |
Expense Ratio | 2.15 | 2.45 | 2.45 |
Manager | Atul Penkar | Pratik Harish Shroff | Pratik Harish Shroff |
ISIN Code | INF209KB1E76 | INF767K01048 | INF767K01048 |
Exits Load | Data not available./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 2.05% | 2.69% | 2.69% |
6 Month | 16.87% | 12.07% | 12.07% |
1 Year | -2.4% | -6.51% | -6.51% |
3 Year | 12.36% | 10.6% | 10.6% |
5 Year | 12.95% | 12.95% | 12.95% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 3.94% | 2.64% | 2.64% |
1 Year | 11.04% | 3.02% | 3.02% |
3 Year | 13% | 9.62% | 9.62% |
5 Year | 11.96% | 9.97% | 9.97% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 11.13% | 6.73% | 6.73% |
3 Year | 11.99% | 6.84% | 6.84% |
5 Year | 13.32% | 6.76% | 6.76% |
Risk Management
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.96% | 13.24% | 13.24% |
Sharp | 0.42% | 0.28% | 0.28% |
Beta | 0.94% | 1.31% | 1.31% |
Alpha | -2.10% | -2.85% | -2.85% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Name | Atul Penkar | Pratik Harish Shroff | Pratik Harish Shroff |
Total AUM | ₹21393 Cr | ₹2586 Cr | ₹2586 Cr |
Funds Managed | 3 | 10 | 10 |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
LIC MF Children's Gift Fund-Growth |
LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Others | 3.75 | 16.89 | 16.89 |
Large Cap | 56.13 | 32.49 | 32.49 |
Small Cap | 29.6 | 34.51 | 34.51 |
Mid Cap | 10.52 | 16.1 | 16.1 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
LIC MF Children's Gift Fund-Growth |
LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Others | 0.75 | 15.26 | 15.26 |
Energy | 4.72 | - | - |
Industrials | 8.19 | 25.84 | 25.84 |
Technology | 6.88 | 5.57 | 5.57 |
Consumer Defensive | 6.28 | 3.33 | 3.33 |
Basic Materials | 13.8 | 8.76 | 8.76 |
Financial Services | 27.56 | 15.53 | 15.53 |
Healthcare | 7.41 | 6.48 | 6.48 |
Consumer Cyclical | 15.03 | 14.28 | 14.28 |
Utilities | 4.82 | 4.95 | 4.95 |
Real Estate | 0 | - | - |
Communication Services | 4.55 | - | - |
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