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-20-2022 change fund

12.30

0.24 (1.99%)

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	2021-2022
NAV in Rs (as on 31-Mar-2022)	10.64	8.35	12.73	13.27
Net Assets(Rs Crores) (as on 31-Mar-2022)	119.08	192.19	407.30	547.28
Scheme Returns(%)(Simple Ann.)	6.40	-21.67	56.58	4.08
B'mark Returns(%)(Simple Ann.)	7.09	-27.88	82.10	19.36
Category Rank	3/10	7/9	4/10	10/10

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

financial year	Q1	Q2	Q3	Q4
2021-2022	12.60	26.29	-6.52	-14.73
2020-2021	72.05	26.99	65.62	15.55
2019-2020	-8.87	-8.21	21.02	-88.97

Top 10 holdings

company	(%)
Reliance Industries Ltd.	8.37
ICICI Bank Ltd.	6.16
Housing Development Finance Co...	5.54
Honeywell Automation India Ltd.	5.28
Infosys Ltd.	4.93
Kotak Mahindra Bank Ltd.	4.84
Bayer CropScience Ltd.	3.94
Axis Bank Ltd.	3.76
Pfizer Ltd.	3.45
HDFC Bank Ltd.	3.28

Credit Ratings – Quality

Rating	(%)
LARGE	38.43
MID	47.60
Others	3.84
SMALL	10.13

Instrument Holdings

Instruments	(%)
Domestic Equities	98.74
Cash & Cash Equivalents and Net Assets	2.17

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)	Large-	11-Feb-2019	553.28	117.03	-86.38	-28.20	-1.76	5.54	NA	NA	6.53	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	261.05	133.96	-73.13	-19.85	8.66	14.45	9.17	11.04	12.45	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	5,370.53	108.47	-43.08	-13.84	8.51	13.33	11.17	14.90	15.87	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	694.90	111.05	-76.44	-32.16	6.18	11.66	10.53	NA	9.99	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	836.18	63.71	-47.88	-20.71	8.88	8.91	8.27	13.21	15.05	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	13.30	130.92	-56.17	-26.53	3.92	8.42	5.26	9.09	3.88	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	4,113.17	41.26	-32.05	-12.49	7.48	8.39	6.54	10.41	8.78	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	479.19	112.58	-53.11	-11.11	42.18	NA	NA	NA	62.65	BUY SIP

Vedant Asset

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