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) | ₹129 Cr | ₹1155 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 | 0.72% | -1.04% |
6 Month | 4.45% | 9.69% |
1 Year | 7.45% | -0.9% |
3 Year | 13.12% | 14.46% |
5 Year | 13.76% | 14.52% |
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 | 2.81% | 7.17% |
1 Year | 7.03% | 9.07% |
3 Year | 13.09% | 14.44% |
5 Year | 12.59% | 12.93% |
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 | 10.6% | 11.81% |
3 Year | 10.84% | 11.8% |
5 Year | 10.47% | 12.77% |
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 | 4.33% | 13.66% |
Sharp | 1.51% | 0.83% |
Beta | - | 0.95% |
Alpha | - | -2.43% |
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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 | 81.92 | 4.76 |
Small Cap | 15.56 | 27.17 |
Mid Cap | 1.44 | 11.95 |
Large Cap | 1.09 | 56.12 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
---|---|---|
Others | 81.92 | 1.61 |
Consumer Cyclical | 11.06 | 14.58 |
Technology | 0 | 7.31 |
Basic Materials | 2.42 | 11.67 |
Industrials | 2.11 | 8.4 |
Financial Services | 1.44 | 28.24 |
Consumer Defensive | 1.05 | 5.18 |
Utilities | 0 | 4.85 |
Energy | - | 5.86 |
Healthcare | - | 7.02 |
Real Estate | - | 0.68 |
Communication Services | - | 4.58 |
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