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 Dec-04-2020 change fund

11.52

0.02 (0.17%)

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	26.99	NA	NA
2019-2020	-8.87	-7.83	21.00	-88.88

Top 10 holdings

company	(%)
Housing Development Finance Co...	8.32
Pfizer Ltd.	7.73
Honeywell Automation India Ltd.	7.65
Bayer CropScience Ltd.	6.46
Kotak Mahindra Bank Ltd.	5.91
Glaxosmithkline Pharmaceutical...	4.48
Reliance Industries Ltd - Part...	4.43
Gillette India Ltd.	3.95
Reliance Industries Ltd.	3.40
Larsen & Toubro Ltd.	3.20

Credit Ratings – Quality

Rating	(%)
LARGE	43.68
MID	37.59
Others	10.54
SMALL	8.18

Instrument Holdings

Instruments	(%)
Domestic Equities	89.46
Cash & Cash Equivalents and Net Assets	6.36
Rights	4.43

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	298.36	41.09	101.96	38.58	6.75	NA	NA	NA	8.06	BUY SIP
Axis Children's Gift Fund-No Lock in-Reg(G)	-	08-Dec-2015	479.12	83.22	114.70	51.44	11.61	9.08	NA	NA	9.83	BUY SIP
HDFC Children's Gift Fund	Small-Growth	02-Mar-2001	3,451.31	80.94	116.23	52.36	14.11	7.51	11.38	12.71	15.88	BUY SIP
ICICI Pru Child Care Fund-Gift Plan	Large-Growth	31-Aug-2001	629.78	163.86	98.17	45.38	5.32	5.37	8.47	9.58	15.18	BUY SIP
LIC MF Children's Gift Fund(G)	Large-Growth	16-Oct-2001	11.92	42.29	89.93	57.16	8.53	4.63	7.06	6.21	3.67	BUY SIP
SBI Magnum Children's Benefit Fund-Savings Plan	Small-Value	28-Jan-2002	66.85	54.35	51.14	18.11	7.93	4.58	10.35	10.57	10.12	BUY SIP
UTI CCF - Savings Plan	Small-Growth	12-Jul-1993	3,598.73	52.61	67.88	34.90	9.86	4.43	7.48	9.22	8.74	BUY SIP
Tata Young Citizen Fund	Large-Growth	14-Oct-1995	186.30	82.60	116.94	66.02	15.23	4.41	7.53	8.67	12.16	BUY SIP

Vedant Asset

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