Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Childrens Fund
Launch Date: 05-02-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.19% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,025.44 Cr As on 31-03-2025(Source:AMFI)
Turn over: 68% | Exit Load: Nil

18.34

10.25%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
5 Years 5 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.14
Sharpe Ratio 0.28
Alpha -2.58
Beta 0.94
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 2.23 18.01 11.76 15.59 -
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 17.24 27.97 19.74 - -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 13.21 15.95 12.26 14.92 11.5
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 10.7 14.19 8.38 15.85 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 10.7 14.19 8.38 15.85 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 7.02 - - - -
HDFC Childrens Fund - Growth Plan 02-03-2001 6.74 17.27 15.82 22.32 13.08
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 6.29 19.01 11.85 21.46 11.73
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 5.75 18.67 13.88 22.51 10.91
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 4.33 23.13 17.14 20.8 11.75

Scheme Characteristics

Scheme having a lock-in for at least 5 years or till the child attains age of majority whichever is earlier.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

27.46%

Others

0.88%

Large Cap

59.7%

Mid Cap

11.95%

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