Buy Aditya Birla SL Bal Bhavishya Yojna-Wealth Plan-Reg(G) - Children’s Mutual Funds Online

Aditya Birla SL Bal Bhavishya Yojna-Reg(G)

As on May-11-2021 change fund

12.55

-0.02 (-0.16%)

fund objective

The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2018-2019	2019-2020	2020-2021
NAV in Rs (as on 31-Mar-2021)	10.64	8.35	12.73
Net Assets(Rs Crores) (as on 31-Mar-2021)	119.08	192.19	407.30
Scheme Returns(%)(Simple Ann.)	6.40	-21.67	56.58
B'mark Returns(%)(Simple Ann.)	10.87	-25.73	82.66
Category Rank	3/10	7/9	4/10

Quarterly performance - Last 5 years (Simple Ann. Ret. in %)

financial year	Q1	Q2	Q3	Q4
2020-2021	72.05	26.99	65.62	15.55
2019-2020	-8.87	-8.21	21.02	-88.97

Top 10 holdings

company	(%)
Honeywell Automation India Ltd.	9.18
Housing Development Finance Co...	8.77
Pfizer Ltd.	7.59
Bayer CropScience Ltd.	6.21
Kotak Mahindra Bank Ltd.	6.09
Reliance Industries Ltd - Part...	5.13
Glaxosmithkline Pharmaceutical...	4.18
Gillette India Ltd.	3.99
ICICI Bank Ltd.	3.97
Larsen & Toubro Ltd.	3.96

Credit Ratings – Quality

Rating	(%)
LARGE	43.92
MID	42.12
Others	3.84
SMALL	10.13

Instrument Holdings

Instruments	(%)
Domestic Equities	93.88
Rights	5.13
Cash & Cash Equivalents and Net Assets	1.83

Growth Chart of the Scheme

to go

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since Inception

performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Aditya Birla SL Bal Bhavishya Yojna-Reg(G)	Small-	11-Feb-2019	408.16	84.44	-7.22	-11.44	39.14	NA	NA	NA	10.64	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	4,270.06	119.32	30.12	10.27	54.79	10.90	13.78	14.10	16.20	BUY SIP
Axis Children's Gift Fund-Compulsory Lock in-Reg(G)	-	08-Dec-2015	575.13	82.22	4.74	2.70	43.20	10.45	11.05	NA	10.65	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	228.63	131.34	6.00	4.97	60.89	9.08	10.64	10.61	12.59	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	13.04	84.31	-12.43	-9.86	37.12	8.13	7.29	7.41	3.86	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	741.64	82.08	0.95	-2.11	42.95	8.05	10.43	11.80	15.41	BUY SIP
UTI CCF - Savings Plan-Scholarship	Small-Growth	12-Jul-1993	3,917.27	50.26	6.51	4.20	28.47	5.69	8.17	8.84	4.36	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	137.29	88.83	38.96	52.19	NA	NA	NA	NA	85.01	BUY SIP

Vedant Asset

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