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

Aditya Birla SL Bal Bhavishya Yojna-Wealth Plan-Reg(D)

As on Sep-22-2020 change fund

10.35

-0.15 (-1.43%)

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	8.36
Net Assets(Rs Crores) (as on 31-Mar-2020)	119.08	192.19
Scheme Returns(%)(Simple Ann.)	6.40	-21.58
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	71.49	NA	NA	NA
2019-2020	-8.87	-7.83	21.00	-88.88

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)	Small-	11-Feb-2019	281.87	-245.10	-23.76	22.29	2.56	NA	NA	NA	2.09	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,363.01	-127.81	-8.19	37.34	4.26	4.77	8.88	11.72	15.29	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	469.06	-150.08	-24.93	21.36	2.23	4.57	NA	NA	7.02	BUY SIP
SBI Magnum Children's Benefit Fund-Savings Plan	Small-Value	28-Jan-2002	66.51	-44.97	-1.56	16.77	5.79	4.57	10.03	10.10	9.94	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	628.12	-83.58	-18.69	26.65	-1.52	2.83	6.70	8.00	14.65	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,554.75	-67.30	-11.27	15.84	3.91	1.94	5.69	8.22	8.43	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	11.64	-141.44	-16.46	25.41	-0.57	0.69	4.21	4.90	2.93	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	180.49	-106.23	-7.63	29.52	3.78	-0.30	4.33	7.21	11.59	BUY SIP

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