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.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Solution Oriented - Children's Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -3.99% | -3.66% | 0.4% | -1.72% | -0.89% | -0.3% | 8.38% | 10.12% | 7.11% | N/A | 9.42% |
| Category returns | -2.63% | -3.51% | 0% | -1.07% | -2.42% | -0.66% | 8.32% | 9.88% | 7.45% | 9.21% | N/A |
| Absolute returns | -3.99% | -3.66% | 0.4% | -1.72% | -0.89% | -0.6% | 27.32% | 47.09% | 40.97% | N/A | 99.9% |
| Rank within category | 10/12 | 5/12 | 4/12 | 5/12 | 4/12 | 4/11 | 4/10 | 4/10 | 5/10 | N/A | N/A |
| Solution Oriented - Children's Fund | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Yearly returns | N/A | 14.26% | 12.32% | 0% | 22.66% | 14.33% | 6.94% | -3.2% |
| Q1 returns | N/A | -22.18% | 3.83% | -3.63% | -6.32% | 2.19% | -6.73% | -14.19% |
| Q2 returns | -2.16% | 17.96% | 3.14% | -8.59% | 14.19% | 11.76% | 11.55% | 14.79% |
| Q3 returns | -2.11% | 6.8% | 6.63% | 10.39% | 6.65% | 7.72% | -2.84% | -1.38% |
| Q4 returns | 5.3% | 16.54% | -1.64% | 2.84% | 7.51% | -7.07% | 5.79% | -0.35% |
Nil
| Alpha | -0.0442504 |
| Beta | 0.9643 |
| Sharpe Ratio | 0.0775861 |
| Sortino Ratio | 0.139808 |
| R-Squared | 0.9405 |
| Tracking Error | 0.959 |
| Downside Risk | 20.702 |
| Std. Deviation (Annualised) | 13.7623 |
| Solution Oriented - Children's Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Children's Fund - Investment Plan - Regular Plan - Growth | 0.1% | 0.11% | 9.86% | 13.63% | 11.24% | 19.31% | 16.92% | N/A | 30.27% | 7,949.28 | 2.01 | 0.27 | Very High |
| ICICI Prudential Children’s Fund - Growth | -2.95% | -4.44% | -3.37% | -2.11% | -4.91% | 10.67% | 9.8% | 10.31% | 14.69% | 1,375.78 | 3.03 | 0.13 | Very High |
| SBI Children's Fund - Savings Plan - Regular Plan - Growth | -0.87% | 0.42% | 5.39% | 7.86% | 8.4% | 10.62% | 9.64% | 10.33% | 10.53% | 151.63 | 1.29 | 0.28 | High |
| Aditya Birla Sun Life Bal Bhavishya Yojna - Regular Plan - Growth Current | -3.99% | -3.66% | 0.4% | -1.72% | -0.89% | 8.38% | 7.11% | N/A | 9.42% | 1,197.45 | 2.28 | 0.08 | Very High |
| HDFC Children's Fund(Lock in) | -2.68% | -3.91% | -0.96% | -3.58% | -4.71% | 7% | 8.15% | 11.32% | 15.06% | 10,338.70 | 1.82 | 0.04 | Very High |
| Axis Children's Fund - Compulsory Lock-in - Regular Plan - Growth | -2.57% | -3.69% | -1.49% | -3.17% | -4.28% | 6.78% | 3.67% | 8.82% | 8.94% | 862.61 | 2.40 | 0.03 | High |
| LIC MF Children’s Fund - Regular Plan - Growth | -4.69% | -2.07% | 2.66% | 2.54% | -0.62% | 6.5% | 5.6% | 7.08% | 4.84% | 15.75 | 2.90 | 0.06 | Very High |
| UTI Children's Hybrid Fund | -1.23% | -2.58% | -0.75% | -2.22% | -3.16% | 5.9% | 5.41% | 6.92% | 8.56% | 4,258.23 | 1.63 | -0.01 | Moderately High |
| UTI Children's Equity Fund - Growth | -2.55% | -5.77% | -4.46% | -8.83% | -10.54% | 5.28% | 4.08% | 10.05% | 9.43% | 1,063.07 | 2.25 | 0.01 | Moderately High |
| Tata Children's Fund - Regular Plan - Growth | -2.21% | -6.93% | -5.2% | -10.07% | -12.57% | 2.75% | 4.16% | 8.87% | 11.81% | 313.45 | 2.45 | -0.04 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.74% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 3.56% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 3.28% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.77% |
| Meesho Ltd. | Retailing | Domestic Equities | 2.59% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.45% |
| Infosys Ltd. | IT - Software | Domestic Equities | 2.29% |
| Eternal Ltd. | Retailing | Domestic Equities | 2.07% |
| State Bank Of India | Banks | Domestic Equities | 2.06% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 2.04% |
| Welspun Corp Ltd. | Industrial Products | Domestic Equities | 2.04% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 1.97% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 1.86% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 1.78% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 1.74% |
| Inventurus Knowledge Solutions Ltd. | IT - Services | Domestic Equities | 1.71% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 1.70% |
| TREPS | Cash & Cash Equivalents and Net Assets | 1.64% | |
| Bikaji Foods International Ltd. | Food Products | Domestic Equities | 1.62% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 1.61% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.59% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 1.59% |
| Trent Ltd. | Retailing | Domestic Equities | 1.58% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 1.57% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.56% |
| Arvind Ltd. | Textiles & Apparels | Domestic Equities | 1.53% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.47% |
| KFin Technologies Ltd. | Capital Markets | Domestic Equities | 1.40% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 1.37% |
| Thyrocare Technologies Ltd. | Healthcare Services | Domestic Equities | 1.34% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 1.30% |
| Rentomojo Ltd. | Commercial Services & Supplies | Domestic Equities | 1.29% |
| Wheels India Ltd. | Auto Components | Domestic Equities | 1.27% |
| Container Corporation Of India Ltd. | Transport Services | Domestic Equities | 1.23% |
| Balrampur Chini Mills Ltd. | Agricultural Food & other Products | Domestic Equities | 1.22% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 1.22% |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | Domestic Equities | 1.22% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.21% |
| Sumitomo Chemical India Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 1.20% |
| SPR Auto Technologies Ltd. | Auto Components | Domestic Equities | 1.19% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 1.18% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.18% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 1.17% |
| Emcure Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.15% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 1.13% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 1.13% |
| V-Guard Industries Ltd. | Consumer Durables | Domestic Equities | 1.12% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.11% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 1.10% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.06% |
| Greenply Industries Ltd. | Consumer Durables | Domestic Equities | 1.05% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.04% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 1.02% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 1.02% |
| LTM Ltd. | IT - Software | Domestic Equities | 1.01% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.97% |
| Jubilant Pharmova Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.90% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.89% |
| KPIT Technologies Ltd. | IT - Software | Domestic Equities | 0.83% |
| Gokaldas Exports Ltd. | Textiles & Apparels | Domestic Equities | 0.81% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.80% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.77% |
| United Breweries Ltd. | Beverages | Domestic Equities | 0.76% |
| Cyient Ltd. | IT - Services | Domestic Equities | 0.73% |
| Dynamatic Technologies Ltd. | Industrial Manufacturing | Domestic Equities | 0.67% |
| Honasa Consumer Ltd. | Personal Products | Domestic Equities | 0.64% |
| Devyani International Ltd. | Leisure Services | Domestic Equities | 0.63% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 0.38% |
| Net Receivable / Payable | Cash & Cash Equivalents and Net Assets | -0.15% | |
| Total | 100.00% | ||
He has an overall experience of around 21 years in financial markets of which 11 years is with ABSLAMC. Prior tojoining ABSLAMC, he has worked with Aditya Birla Retail Limited. (February 2007 - May 2008) and Aditya Birla Management Corporation Ltd. (December 2005 - February 2007) in the areas of Strategy and Corporate Finance.
Prior to joining ABSLAMC he was associated with Indiabulls Housing Finance Ltd for 10 years as Head - Markets,Treasury heading treasury investments, Asset Liability Management (ALM) and capital market borrowings. He has a Master’s degree in Management Studies from Jamnalal Bajaj Institute of Management Studies (JBIMS), University of Mumbai and Post-Graduate Diploma in Securities Law from Government Law College. He has also completed a programme on Investment Decisions and Behavioral Finance from Indian Institute of Management, Ahmedabad.
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