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: 2.15% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,113.85 Cr As on 30-05-2025(Source:AMFI)
Turn over: 68% | Exit Load: Nil

20.21

11.51%

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 13.68
Sharpe Ratio 0.9
Alpha -2.58
Beta 0.95
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 2.9 15.54 15.46 14.71 -
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH 25-01-2002 9.46 14.47 13.5 13.88 11.63
ICICI Prudential Child Care Fund (Gift Plan) - Cumulative 20-08-2001 9.19 22.99 20.93 19.86 12.44
SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth 05-09-2020 7.79 23.98 23.93 - -
Union Childrens Fund - Regular Plan - Growth Option 19-12-2023 7.59 - - - -
Axis Childrens Fund - Lock in - Regular Growth 05-12-2015 6.33 12.23 11.51 13.73 -
Axis Childrens Fund - No Lock in - Regular Plan - Growth 05-12-2015 6.33 12.23 11.51 13.73 -
HDFC Childrens Fund - Growth Plan 02-03-2001 4.55 14.22 17.32 19.54 13.27
UTI Childrens Equity Fund - Regular Plan - Growth Option 17-02-2004 0.85 15.66 14.7 18.76 11.96
Tata Childrens Fund -Regular Plan-Growth Option 14-10-1995 0.34 14.73 16.8 19.59 11.42

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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