Comprehensive analysis of Aditya Birla SL Bal Bhavishya Yojna - Reg (IDCW) (39463) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla Sun Life AMC Ltd
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. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes' objectives will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Market exposure level
Outperformance vs benchmark
Fund manager experience
Historical performance consistency
Recent performance momentum
Risk-adjusted returns
Assets under management
Fund management costs
This fund has underperformed its benchmark by 2.52% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 6.99% |
| HDFC Bank Ltd | Banks | 5.30% |
| Reliance Industries Ltd | Refineries | 4.02% |
| Infosys Ltd | IT - Software | 3.84% |
| Bharti Airtel Ltd | Telecomm-Service | 2.80% |
| Axis Bank Ltd | Banks | 2.53% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.44% |
| Maruti Suzuki India Ltd | Automobile | 2.19% |
| Eternal Ltd | E-Commerce/App based Aggregator | 2.08% |
| Sumitomo Chemical India Ltd | Agro Chemicals | 1.88% |
Compare against Childrens Fund category average
This comparison shows how the fund performs relative to the Childrens Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Childrens Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Children's Fund - Direct | ₹361.34 | 17.87% | 3.59% | 19.24% |
| ICICI Pru Children's Fund - Regular | ₹328.37 | 17.44% | 2.86% | 18.37% |
| HDFC Children's Fund - Direct (G) | ₹322.48 | 11.21% | -0.23% | 15.65% |
| HDFC Children's Fund - Regular (G) | ₹290.48 | 10.75% | -1.05% | 14.69% |
| SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | ₹119.43 | 5.84% | 4.12% | 12.72% |
| SBI Magnum Children's Benefit Fund - Savings Plan (G) | ₹109.51 | 5.64% | 3.74% | 12.33% |
| UTI-Children's Equity Fund - Direct (IDCW) | ₹93.89 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (G) | ₹93.73 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (Scholarship) | ₹93.73 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - (IDCW) | ₹84.27 | 13.30% | -5.17% | 12.00% |
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