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

Aditya Birla SL Bal Bhavishya Yojna-Reg(D)

As on Mar-05-2021 change fund

13.06

-0.11 (-0.84%)

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 05-Mar-2021)	10.64	8.36	13.06
Net Assets(Rs Crores) (as on 05-Mar-2021)	119.08	192.19	361.52
Scheme Returns(%)(Simple Ann.)	6.40	-21.58	60.64
B'mark Returns(%)(Simple Ann.)	10.87	-25.73	85.69
Category Rank	3/10	7/9	4/10

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

financial year	Q1	Q2	Q3	Q4
2020-2021	71.49	26.99	65.62	NA
2019-2020	-8.87	-7.83	21.00	-88.88

Top 10 holdings

company	(%)
Honeywell Automation India Ltd.	9.08
Housing Development Finance Co...	8.78
Pfizer Ltd.	7.07
Kotak Mahindra Bank Ltd.	6.22
Bayer CropScience Ltd.	6.21
Gillette India Ltd.	4.28
Glaxosmithkline Pharmaceutical...	4.21
Larsen & Toubro Ltd.	4.07
ICICI Bank Ltd.	3.63
Reliance Industries Ltd - Part...	3.07

Credit Ratings – Quality

Rating	(%)
LARGE	43.92
MID	42.12
Others	3.84
SMALL	10.13

Instrument Holdings

Instruments	(%)
Domestic Equities	96.16
Rights	3.07
Cash & Cash Equivalents and Net Assets	1.67

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)	-	11-Feb-2019	361.52	169.13	32.77	53.67	23.58	NA	NA	NA	13.77	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	539.64	141.71	18.11	31.85	22.26	11.42	11.89	NA	10.94	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,965.18	83.73	20.04	40.97	28.77	11.09	14.55	14.51	16.23	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	209.51	174.28	35.71	57.79	36.73	9.50	11.18	10.72	12.63	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	13.07	151.44	-1.52	27.40	18.95	8.12	8.63	7.68	3.97	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	715.68	78.09	-0.39	38.01	17.38	7.79	11.95	12.26	15.50	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,854.43	53.17	5.32	18.79	15.36	5.94	8.95	9.92	8.84	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	101.82	122.30	44.24	79.13	NA	NA	NA	NA	87.77	BUY SIP

Vedant Asset

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