Aditya Birla SL Bal Bhavishya Yojna - Dir (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Aditya Birla SL Bal Bhavishya Yojna - Dir (IDCW) (39465) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Aditya Birla SL Bal Bhavishya Yojna - Dir (IDCW)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Average Quality
Aditya Birla SL Bal Bhavishya Yojna - Dir (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 0.85% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| 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 | Telecom-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% |
Sector Breakdown
Compare against Childrens Fund category average
Performance Summary
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
Aditya Birla SL Bal Bhavishya Yojna - Dir (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| ICICI Pru Children's Fund - Direct | ₹363.55 | 17.87% | 3.59% | 19.24% |
| ICICI Pru Children's Fund - Regular | ₹330.10 | 17.44% | 2.86% | 18.37% |
| HDFC Children's Fund - Direct (G) | ₹327.54 | 11.21% | -0.23% | 15.65% |
| HDFC Children's Fund - Regular (G) | ₹294.75 | 10.75% | -1.05% | 14.69% |
| SBI Magnum Children's Benefit Fund - Savings Plan - Dir (G) | ₹120.03 | 5.84% | 4.12% | 12.72% |
| SBI Magnum Children's Benefit Fund - Savings Plan (G) | ₹110.01 | 5.64% | 3.74% | 12.33% |
| UTI-Children's Equity Fund - Direct (IDCW) | ₹95.95 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (G) | ₹95.79 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - Direct (Scholarship) | ₹95.79 | 13.91% | -4.16% | 13.21% |
| UTI-Children's Equity Fund - (IDCW) | ₹86.02 | 13.30% | -5.17% | 12.00% |
Category Average Returns
Chanchal Khandelwal
A seasoned investment professional with over 7 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.