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 Sep-18-2020 change fund

10.74

-0.04 (-0.37%)

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 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.)	10.87	-25.73
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	(%)
Honeywell Automation India Ltd.	8.81
Housing Development Finance Co...	8.05
Pfizer Ltd.	7.55
Bayer CropScience Ltd.	6.97
Kotak Mahindra Bank Ltd.	5.67
Glaxosmithkline Pharmaceutical...	5.07
Reliance Industries Ltd - Part...	4.51
Gillette India Ltd.	4.30
Larsen & Toubro Ltd.	3.45
Reliance Industries Ltd.	3.30

Credit Ratings – Quality

Rating	(%)
LARGE	42.82
MID	40.03
Others	8.30
SMALL	8.85

Instrument Holdings

Instruments	(%)
Domestic Equities	91.70
Rights	4.51
Cash & Cash Equivalents and Net Assets	4.13

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	281.87	44.06	32.67	46.65	10.01	NA	NA	NA	4.55	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	469.06	32.01	12.51	40.14	8.50	5.09	NA	NA	7.68	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,363.01	86.77	28.00	55.76	9.66	5.05	9.14	12.02	15.45	BUY SIP
SBI Magnum Children's Benefit Fund-Savings Plan	Small-Value	28-Jan-2002	66.51	47.17	10.93	24.03	7.17	4.70	10.23	10.24	10.00	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	628.12	114.16	14.53	41.90	3.27	3.08	6.90	8.12	14.79	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,554.75	50.37	8.09	24.84	6.73	2.04	5.88	8.39	8.49	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	11.64	47.71	15.04	39.81	5.16	1.48	4.52	5.17	3.06	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	180.49	133.39	26.26	48.04	12.01	0.16	4.82	7.57	11.72	BUY SIP

Vedant Asset

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