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 Nov-25-2020 change fund

11.25

-0.15 (-1.32%)

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 moderately high risk

5-Years History

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

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

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

Top 10 holdings

company	(%)
Housing Development Finance Co...	8.32
Pfizer Ltd.	7.73
Honeywell Automation India Ltd.	7.65
Bayer CropScience Ltd.	6.46
Kotak Mahindra Bank Ltd.	5.91
Glaxosmithkline Pharmaceutical...	4.48
Reliance Industries Ltd - Part...	4.43
Gillette India Ltd.	3.95
Reliance Industries Ltd.	3.40
Larsen & Toubro Ltd.	3.20

Credit Ratings – Quality

Rating	(%)
LARGE	43.68
MID	37.59
Others	10.54
SMALL	8.18

Instrument Holdings

Instruments	(%)
Domestic Equities	89.46
Cash & Cash Equivalents and Net Assets	6.36
Rights	4.43

Growth Chart of the Scheme

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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)	-	11-Feb-2019	298.36	-36.82	59.03	19.23	4.93	NA	NA	NA	6.81	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	479.12	14.50	86.37	35.07	9.75	8.00	NA	NA	9.33	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,451.31	-9.88	68.39	35.17	11.14	6.19	10.87	12.65	15.74	BUY SIP
SBI Magnum Children's Benefit Fund-Savings Plan	Small-Value	28-Jan-2002	66.85	22.32	24.96	14.02	5.73	4.07	10.16	10.45	10.05	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	629.78	-15.21	47.31	24.35	1.89	3.92	7.64	9.32	14.99	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,598.73	-0.08	46.77	26.79	8.49	3.63	7.14	9.13	8.69	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	11.92	-8.36	72.44	42.87	7.30	3.55	6.68	6.18	3.57	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	186.30	-14.55	75.82	44.45	12.06	2.97	6.79	8.45	12.04	BUY SIP

Vedant Asset

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