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 Feb-26-2021 change fund

12.64

-0.39 (-2.99%)

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
NAV in Rs (as on 26-Feb-2021)	10.64	8.35	12.64
Net Assets(Rs Crores) (as on 26-Feb-2021)	119.08	192.19	361.52
Scheme Returns(%)(Simple Ann.)	6.40	-21.67	55.47
B'mark Returns(%)(Simple Ann.)	10.87	-25.73	80.33
Category Rank	3/10	7/9	4/10

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

financial year	Q1	Q2	Q3	Q4
2020-2021	72.05	26.99	65.62	NA
2019-2020	-8.87	-8.21	21.02	-88.97

Top 10 holdings

company	(%)
Honeywell Automation India Ltd.	9.08
Housing Development Finance Co...	8.78
Pfizer Ltd.	7.07
Kotak Mahindra Bank Ltd.	6.22
Bayer CropScience Ltd.	6.21
Gillette India Ltd.	4.28
Glaxosmithkline Pharmaceutical...	4.21
Larsen & Toubro Ltd.	4.07
ICICI Bank Ltd.	3.63
Reliance Industries Ltd - Part...	3.07

Credit Ratings – Quality

Rating	(%)
LARGE	44.18
MID	40.54
Others	6.80
SMALL	8.48

Instrument Holdings

Instruments	(%)
Domestic Equities	96.16
Rights	3.07
Cash & Cash Equivalents and Net Assets	1.67

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)	-	11-Feb-2019	361.52	-89.20	36.31	43.93	17.97	NA	NA	NA	12.15	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	539.64	-117.32	15.46	27.30	15.77	10.05	12.05	NA	10.42	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,965.18	-70.12	44.30	42.73	22.95	10.03	15.39	14.65	16.15	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	209.51	-133.74	41.44	52.23	28.34	7.92	11.23	10.55	12.50	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	715.68	-123.35	12.42	43.77	12.74	6.81	12.84	12.28	15.43	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	12.85	-144.24	-13.71	20.14	13.56	6.73	9.33	7.63	3.82	BUY SIP
UTI CCF - Savings Plan-Scholarship	Small-Growth	12-Jul-1993	3,854.43	-55.68	5.70	19.67	11.85	5.32	9.24	7.90	4.31	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	101.82	-22.49	44.56	80.70	NA	NA	NA	NA	84.19	BUY SIP

Vedant Asset

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