Aditya Birla Sun Life Bal Bhavishya Yojna - Regular - IDCW

Fund House: Aditya Birla Sun Life Mutual Fund
Category: Childrens Fund
Launch Date: 05-02-2019
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 2.18% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,058.35 Cr As on 30-04-2025(Source:AMFI)
Turn over: 68% | Exit Load: Nil

17.37

11.28%

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

he investment objective of the scheme 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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.68
Sharpe Ratio 0.55
Alpha -4.05
Beta 0.86
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 - IDCW 05-02-2019 5.43 17.59 16.05 15.68 -
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 16.95 25.81 21.89 - -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 12.49 15.12 13.57 14.49 11.88
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 11.63 14.25 11.91 15.32 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 11.63 14.25 11.91 15.32 -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 10.95 - - - -
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 8.85 24.31 20.77 21.07 12.85
Tata Young Citizens Fund -Regular Plan-Growth Option 14-10-1995 7.69 18.35 17.88 21.86 11.71
HDFC Childrens Fund - Growth Plan 02-03-2001 7.34 16.97 18.16 21.69 13.78
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth 05-02-2019 6.27 18.02 16.36 15.87 -

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

27.07%

Others

1.04%

Large Cap

59.13%

Mid Cap

12.77%

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