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 Mar-27-2020 change fund

8.28

-0.01 (-0.12%)

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 27-Mar-2020)	10.64	8.28
Net Assets(Rs Crores) (as on 27-Mar-2020)	119.08	229.94
Scheme Returns(%)(Simple Ann.)	6.40	-22.33
B'mark Returns(%)(Simple Ann.)	9.50	-26.68
Category Rank	3/10	7/9

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	(%)
Honeywell Automation India Ltd.	9.67
Reliance Industries Ltd.	8.14
Housing Development Finance Co...	7.36
Pfizer Ltd.	7.32
Bayer CropScience Ltd.	5.28
Gillette India Ltd.	5.02
Kotak Mahindra Bank Ltd.	4.65
Glaxosmithkline Pharmaceutical...	4.43
Johnson Controls - Hitachi Air...	3.53
Larsen & Toubro Ltd.	3.42

Credit Ratings – Quality

Rating	(%)
LARGE	44.93
MID	37.66
Others	4.80
SMALL	12.60

Instrument Holdings

Instruments	(%)
Domestic Equities	95.20
Cash & Cash Equivalents and Net Assets	4.84

Growth Chart of the Scheme

to go

1M
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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)	Small-	11-Feb-2019	229.94	-56.07	-281.01	-92.16	-20.86	NA	NA	NA	-15.47	BUY SIP
SBI Magnum Children Benefit Plan	Small-Value	28-Jan-2002	64.47	19.01	-104.51	-31.31	-8.03	3.81	7.65	9.67	9.51	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	460.76	-65.54	-243.31	-76.32	-8.97	2.02	NA	NA	3.66	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,082.53	-67.32	-262.27	-85.05	-18.14	0.18	3.66	11.06	14.30	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,571.92	-18.24	-167.93	-50.29	-10.55	-0.45	3.50	7.66	8.08	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	643.55	-146.38	-289.19	-93.39	-20.02	-3.29	2.24	7.85	13.87	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	11.85	-19.06	-263.40	-90.55	-14.09	-4.51	-0.25	3.20	2.00	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	177.29	-95.69	-293.73	-98.24	-21.65	-5.79	-1.24	5.04	10.62	BUY SIP

Vedant Asset

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