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 Aug-02-2021 change fund

13.41

0.08 (0.60%)

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 31-Mar-2021)	10.64	8.35	12.73
Net Assets(Rs Crores) (as on 31-Mar-2021)	119.08	192.19	407.30
Scheme Returns(%)(Simple Ann.)	6.40	-21.67	56.58
B'mark Returns(%)(Simple Ann.)	10.87	-25.73	82.66
Category Rank	3/10	7/9	4/10

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

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

Top 10 holdings

company	(%)
Housing Development Finance Co...	8.16
Honeywell Automation India Ltd.	8.01
Pfizer Ltd.	7.55
Reliance Industries Ltd - Part...	6.92
Bayer CropScience Ltd.	6.14
Kotak Mahindra Bank Ltd.	5.70
Glaxosmithkline Pharmaceutical...	4.12
Larsen & Toubro Ltd.	4.12
ICICI Bank Ltd.	4.07
Gillette India Ltd.	3.76

Credit Ratings – Quality

Rating	(%)
LARGE	53.00
MID	33.03
Others	3.84
SMALL	10.13

Instrument Holdings

Instruments	(%)
Domestic Equities	92.49
Rights	6.92
Cash & Cash Equivalents and Net Assets	0.97

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)	Small-	11-Feb-2019	447.39	11.69	24.19	28.94	34.05	NA	NA	NA	12.59	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	4,835.85	22.77	22.41	48.42	45.20	14.27	13.91	14.60	16.55	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	622.22	52.12	39.35	41.71	37.89	12.95	11.99	NA	11.97	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	249.93	44.29	30.99	50.51	52.00	12.89	11.42	11.49	12.92	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	13.75	21.95	13.91	33.80	30.76	10.67	7.38	8.69	4.19	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	789.30	51.04	31.63	37.45	34.74	9.97	9.73	12.27	15.65	BUY SIP
UTI CCF - Savings Plan-Scholarship	Small-Growth	12-Jul-1993	4,064.70	25.51	23.57	25.87	23.93	7.32	7.96	9.28	4.53	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	186.40	333.93	188.27	144.87	NA	NA	NA	NA	122.68	BUY SIP

Vedant Asset

Fund Card