Buy Aditya Birla SL Bal Bhavishya Yojna-Wealth Plan-Reg(D) - Children’s Fund Mutual Funds Online

Aditya Birla SL Bal Bhavishya Yojna-Reg(IDCW)

As on Jan-25-2022 change fund

13.63

0.08 (0.59%)

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	2021-2022
NAV in Rs (as on 25-Jan-2022)	10.64	8.36	12.74	13.63
Net Assets(Rs Crores) (as on 25-Jan-2022)	119.08	192.19	407.30	533.99
Scheme Returns(%)(Simple Ann.)	6.40	-21.58	56.70	6.82
B'mark Returns(%)(Simple Ann.)	7.09	-27.88	82.10	18.86
Category Rank	3/10	7/9	4/10	10/10

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

financial year	Q1	Q2	Q3	Q4
2021-2022	12.28	26.59	-6.80	NA
2020-2021	71.49	26.99	65.62	15.88
2019-2020	-8.87	-7.83	21.00	-88.88

Top 10 holdings

company	(%)
Reliance Industries Ltd.	7.99
Honeywell Automation India Ltd.	7.80
Housing Development Finance Co...	6.66
Pfizer Ltd.	6.50
Kotak Mahindra Bank Ltd.	5.67
Larsen & Toubro Ltd.	4.96
Bayer CropScience Ltd.	4.77
Glaxosmithkline Pharmaceutical...	4.73
ICICI Bank Ltd.	4.37
Gillette India Ltd.	3.44

Credit Ratings – Quality

Rating	(%)
LARGE	38.43
MID	47.60
Others	3.84
SMALL	10.13

Instrument Holdings

Instruments	(%)
Domestic Equities	98.29
Cash & Cash Equivalents and Net Assets	1.93

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-Reg(G)	Large-	11-Feb-2019	533.99	-202.39	10.14	-11.04	11.18	NA	NA	NA	11.02	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	277.12	-290.37	-10.85	-17.14	27.17	19.15	12.35	12.25	12.91	BUY SIP
Axis Children's Gift Fund-Compulsory Lock in-Reg(G)	-	08-Dec-2015	732.19	-247.71	-8.60	-3.78	23.71	18.30	13.90	NA	12.40	BUY SIP
HDFC Children's Gift Fund(Lock in)	Small-Growth	02-Mar-2001	5,355.19	-173.16	11.95	-5.98	24.75	16.95	14.62	15.88	14.96	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	14.08	-187.74	13.80	-10.16	13.93	13.83	8.24	9.74	4.38	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	873.13	-139.07	10.00	-1.35	20.38	13.62	11.27	14.20	15.68	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	4,225.08	-94.08	4.64	-1.73	13.94	10.40	8.08	10.90	8.99	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	382.14	-111.27	75.19	29.32	83.54	NA	NA	NA	92.41	BUY SIP

Vedant Asset

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