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 Jul-08-2020 change fund

10.02

-0.08 (-0.79%)

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.)	9.50	-26.76
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	NA	NA	NA
2019-2020	-8.87	-8.21	21.02	-88.97

Top 10 holdings

company	(%)
Reliance Industries Ltd.	9.30
Honeywell Automation India Ltd.	8.74
Pfizer Ltd.	8.04
Housing Development Finance Co...	7.45
Bayer CropScience Ltd.	7.20
Glaxosmithkline Pharmaceutical...	5.48
Gillette India Ltd.	4.46
Kotak Mahindra Bank Ltd.	3.61
Johnson Controls - Hitachi Air...	3.35
Shree Cement Ltd.	2.99

Credit Ratings – Quality

Rating	(%)
LARGE	44.89
MID	39.55
Others	6.42
SMALL	9.14

Instrument Holdings

Instruments	(%)
Domestic Equities	93.58
Cash & Cash Equivalents and Net Assets	6.33
Rights	0.09

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	223.42	63.20	59.88	72.84	-1.08	NA	NA	NA	0.14	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	408.50	139.39	60.92	63.82	1.62	5.46	NA	NA	6.87	BUY SIP
SBI Magnum Children Benefit Plan	Small-Value	28-Jan-2002	61.84	57.35	33.21	42.19	3.03	5.02	9.60	10.41	9.93	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,021.75	124.92	72.73	81.04	-2.31	3.27	7.11	12.18	15.15	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,302.97	53.00	34.53	45.77	0.79	1.58	5.34	8.48	8.42	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	558.57	122.04	31.71	55.63	-7.67	1.40	5.34	8.47	14.58	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	10.37	93.92	49.25	56.91	-1.46	-0.65	3.03	4.73	2.83	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	157.44	85.50	58.11	78.77	-1.92	-0.72	3.16	7.24	11.47	BUY SIP

Vedant Asset

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