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 Sep-20-2021 change fund

13.90

-0.16 (-1.14%)

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	8.36	12.74
Net Assets(Rs Crores) (as on 31-Mar-2021)	119.08	192.19	407.30
Scheme Returns(%)(Simple Ann.)	6.40	-21.58	56.70
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	12.28	NA	NA	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	(%)
Housing Development Finance Co...	8.88
Honeywell Automation India Ltd.	7.24
Reliance Industries Ltd - Part...	7.20
Pfizer Ltd.	7.05
Kotak Mahindra Bank Ltd.	5.68
Bayer CropScience Ltd.	5.68
Larsen & Toubro Ltd.	4.46
ICICI Bank Ltd.	4.44
Glaxosmithkline Pharmaceutical...	3.88
Gillette India Ltd.	3.84

Credit Ratings – Quality

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

Instrument Holdings

Instruments	(%)
Domestic Equities	92.08
Rights	7.20
Cash & Cash Equivalents and Net Assets	1.22

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)	Large-	11-Feb-2019	483.64	59.68	57.65	28.25	29.72	NA	NA	NA	14.27	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	270.15	78.25	80.10	51.43	57.79	16.56	13.25	12.82	13.23	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	679.73	72.19	75.82	48.81	42.35	15.88	13.27	NA	13.11	BUY SIP
HDFC Children's Gift Fund(Lock in)	Small-Growth	02-Mar-2001	5,139.10	53.31	48.04	35.77	44.34	15.62	14.42	15.53	15.26	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	14.57	70.08	61.06	38.26	35.72	12.14	8.72	9.79	4.56	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	840.59	78.93	43.99	40.54	40.20	11.27	10.50	13.75	15.93	BUY SIP
UTI CCF - Savings Plan-Scholarship	Small-Growth	12-Jul-1993	4,197.58	34.90	34.58	25.78	25.63	8.32	8.29	9.81	4.64	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	252.39	283.73	108.55	117.47	NA	NA	NA	NA	116.95	BUY SIP

Vedant Asset

Fund Card