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

Aditya Birla SL Bal Bhavishya Yojna-Wealth Plan-Reg(G)

As on Feb-24-2020 change fund

10.82

-0.15 (-1.37%)

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 24-Feb-2020)	10.64	10.82
Net Assets(Rs Crores) (as on 24-Feb-2020)	119.08	229.62
Scheme Returns(%)(Simple Ann.)	6.40	1.50
B'mark Returns(%)(Simple Ann.)	9.50	1.24
Category Rank	3/10	8/9

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

financial year	Q1	Q2	Q3	Q4
2019-2020	-8.87	-8.21	21.02	NA

Top 10 holdings

company	(%)
Reliance Industries Ltd.	8.21
Housing Development Finance Co...	8.18
Honeywell Automation India Ltd.	7.50
Pfizer Ltd.	6.89
Glaxosmithkline Pharmaceutical...	5.66
Gillette India Ltd.	5.17
Bayer CropScience Ltd.	4.98
Larsen & Toubro Ltd.	3.95
Kotak Mahindra Bank Ltd.	3.69
Johnson Controls - Hitachi Air...	3.00

Credit Ratings – Quality

Rating	(%)
LARGE	45.48
MID	36.10
Others	5.12
SMALL	13.30

Instrument Holdings

Instruments	(%)
Domestic Equities	94.88
Cash & Cash Equivalents and Net Assets	5.53

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-Wealth Plan-Reg(G)	-	11-Feb-2019	229.62	-57.20	-18.21	7.31	8.16	NA	NA	NA	7.91	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	469.72	-56.97	-2.32	13.07	17.98	10.44	NA	NA	9.31	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,169.74	-25.87	-16.25	8.51	9.99	9.20	8.51	14.60	15.86	BUY SIP
SBI Magnum Children Benefit Plan	Small-Value	28-Jan-2002	65.38	-20.31	-8.96	-1.83	4.87	7.64	9.49	10.85	10.11	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	666.60	-35.24	-12.84	12.26	11.53	7.41	7.03	11.61	15.64	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,613.88	-10.79	4.67	11.82	6.68	4.99	6.29	9.58	8.71	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	187.26	-59.49	-14.64	8.21	9.87	4.29	4.60	8.42	11.97	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	12.42	-49.04	-25.64	7.57	15.17	3.74	4.18	6.14	3.38	BUY SIP

Vedant Asset

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