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) | ₹1203 Cr | ₹16 Cr | ₹16 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | -0.24% | -1.15% | -1.15% |
| 6 Month | 5.61% | 2.77% | 2.77% |
| 1 Year | 4.27% | -6.25% | -6.25% |
| 3 Year | 13.69% | 10.43% | 10.43% |
| 5 Year | 11.41% | 9.88% | 9.88% |
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 | 2.36% | 0.13% | 0.13% |
| 1 Year | 15.98% | 5.37% | 5.37% |
| 3 Year | 12.63% | 7.85% | 7.85% |
| 5 Year | 11.85% | 8.91% | 8.91% |
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 | 9.24% | 6.57% | 6.57% |
| 3 Year | 12.26% | 7.03% | 7.03% |
| 5 Year | 13.28% | 6.89% | 6.89% |
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 | 12.84% | 10.33% | 10.33% |
| Sharp | 0.55% | 0.39% | 0.39% |
| Beta | 0.95% | 1.34% | 1.34% |
| Alpha | -1.39% | -2.57% | -2.57% |
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 | 6.29 | 20.93 | 20.93 |
| Large Cap | 55.87 | 36.87 | 36.87 |
| Small Cap | 27.26 | 24.84 | 24.84 |
| Mid Cap | 10.58 | 17.36 | 17.36 |
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 | 1.14 | 13.62 | 13.62 |
| Energy | 4.31 | - | - |
| Technology | 7.67 | 8.04 | 8.04 |
| Consumer Defensive | 6.58 | 5.91 | 5.91 |
| Industrials | 6.75 | 13.56 | 13.56 |
| Financial Services | 27.86 | 20.57 | 20.57 |
| Consumer Cyclical | 15.47 | 15.85 | 15.85 |
| Basic Materials | 13.72 | 6.81 | 6.81 |
| Healthcare | 9.98 | 10.09 | 10.09 |
| Utilities | 2.85 | 3.32 | 3.32 |
| Communication Services | 3.68 | 2.23 | 2.23 |
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