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) | ₹128 Cr | ₹1116 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 | 0.89% | 2.16% |
6 Month | 5.36% | 15.83% |
1 Year | 3.6% | -2.83% |
3 Year | 12.19% | 12.4% |
5 Year | 13.36% | 13.3% |
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 | 0.91% | 3.94% |
1 Year | 5.04% | 11.04% |
3 Year | 11.67% | 13% |
5 Year | 11.68% | 11.96% |
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 | 10.56% | 11.13% |
3 Year | 10.91% | 11.99% |
5 Year | 10.52% | 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 | 4.45% | 12.96% |
Sharp | 1.17% | 0.42% |
Beta | - | 0.94% |
Alpha | - | -2.10% |
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 | 82.58 | 3.75 |
Small Cap | 14.93 | 29.6 |
Mid Cap | 1.51 | 10.52 |
Large Cap | 0.98 | 56.13 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Others | 82.58 | 0.75 |
Consumer Cyclical | 10.45 | 15.03 |
Basic Materials | 2.48 | 13.8 |
Industrials | 2.02 | 8.19 |
Financial Services | 1.51 | 27.56 |
Consumer Defensive | 0.96 | 6.28 |
Energy | - | 4.72 |
Technology | - | 6.88 |
Healthcare | - | 7.41 |
Utilities | - | 4.82 |
Real Estate | - | 0 |
Communication Services | - | 4.55 |
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