Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs SBI Magnum Childrens Benefit Fund compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| Fund | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹132 Cr | ₹1203 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 28 Jan 2002 | 11 Feb 2019 |
| Category | Childrens | Childrens |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 500 TRI |
| Turn Over | 14% | 48% |
| Expense Ratio | 1.21 | 2.15 |
| Manager | Rama Iyer Srinivasan | Atul Penkar |
| ISIN Code | INF200K01776 | INF209KB1E76 |
| Exits Load | SBI Magnum Childrens Benefit Fund - Savings Plan - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| 1 Month | -0.49% | -0.15% |
| 6 Month | 1.24% | 4.07% |
| 1 Year | 2.33% | 2.04% |
| 3 Year | 12.04% | 13.28% |
| 5 Year | 12.32% | 11.81% |
SIP Return Analysis
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| 6 Month | 0.43% | 2.36% |
| 1 Year | 4.65% | 15.98% |
| 3 Year | 9.99% | 12.63% |
| 5 Year | 10.65% | 11.85% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| 1 Year | 10.42% | 9.47% |
| 3 Year | 11.03% | 12.23% |
| 5 Year | 10.61% | 13.32% |
Risk Management
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| Standard Deviation | 4.44% | 12.84% |
| Sharp | 1.19% | 0.55% |
| Beta | - | 0.95% |
| Alpha | - | -1.39% |
Fund Managers
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| Name | Rama Iyer Srinivasan | Atul Penkar |
| Total AUM | ₹158765 Cr | ₹21393 Cr |
| Funds Managed | 8 | 3 |
| SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Market Cap
| Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| Others | 82.64 | 7.22 |
| Small Cap | 14.51 | 27.8 |
| Mid Cap | 1.75 | 9.03 |
| Large Cap | 1.09 | 55.95 |
Sector Allocation
| Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
|---|---|---|
| Others | 82.56 | 1.87 |
| Consumer Cyclical | 10.37 | 16.77 |
| Basic Materials | 2.26 | 13.74 |
| Industrials | 1.99 | 6.94 |
| Technology | 0.09 | 6.45 |
| Financial Services | 1.75 | 27.88 |
| Consumer Defensive | 0.98 | 5.94 |
| Energy | - | 4.14 |
| Healthcare | - | 8.4 |
| Utilities | - | 4.18 |
| Communication Services | - | 3.69 |
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