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 Jun-24-2021 change fund

13.13

-0.01 (-0.08%)

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
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...	8.70
Honeywell Automation India Ltd.	8.26
Reliance Industries Ltd - Part...	7.18
Pfizer Ltd.	7.15
Kotak Mahindra Bank Ltd.	5.92
Bayer CropScience Ltd.	5.79
Larsen & Toubro Ltd.	4.15
ICICI Bank Ltd.	4.12
Glaxosmithkline Pharmaceutical...	4.10
Gillette India Ltd.	3.82

Credit Ratings – Quality

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

Instrument Holdings

Instruments	(%)
Domestic Equities	92.25
Rights	7.18
Cash & Cash Equivalents and Net Assets	0.94

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	433.78	-11.90	37.03	18.35	33.06	NA	NA	NA	12.16	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	4,666.83	34.06	41.72	45.82	49.18	13.88	14.73	14.47	16.46	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	243.21	25.74	57.98	44.68	55.80	12.65	11.87	11.35	12.84	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	607.91	30.44	38.04	29.78	38.83	12.40	11.95	NA	11.37	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	13.57	38.80	44.86	29.03	36.58	10.82	7.90	8.44	4.15	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	776.25	32.14	35.64	29.11	39.06	9.32	10.56	12.43	15.57	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	4,009.40	14.26	23.11	20.19	24.83	6.98	8.45	10.22	8.91	BUY SIP
SBI Magnum Children's Benefit Fund-Investment Plan-Reg(G)	-	29-Sep-2020	151.39	121.40	80.86	73.18	NA	NA	NA	NA	91.81	BUY SIP

Vedant Asset

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