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 | ₹1132 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 | 0.79% | 1.76% |
| 6 Month | 2.53% | 8.8% |
| 1 Year | 3.67% | 2.32% |
| 3 Year | 12.59% | 13.43% |
| 5 Year | 13.19% | 13.35% |
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 | 0.8% | 4.42% |
| 1 Year | 4.81% | 16.91% |
| 3 Year | 10.86% | 13.74% |
| 5 Year | 11.17% | 12.49% |
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 | 10.5% | 10.72% |
| 3 Year | 10.94% | 12.12% |
| 5 Year | 10.55% | 13.35% |
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 | 4.43% | 12.86% |
| Sharp | 1.21% | 0.58% |
| Beta | - | 0.95% |
| Alpha | - | -1.66% |
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 | 6.45 |
| Small Cap | 14.51 | 27.53 |
| Mid Cap | 1.75 | 9.13 |
| Large Cap | 1.09 | 56.89 |
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 | 1.81 |
| Consumer Cyclical | 10.37 | 17.45 |
| Basic Materials | 2.26 | 13.51 |
| Industrials | 1.99 | 7.98 |
| Technology | 0.09 | 6.49 |
| Financial Services | 1.75 | 27.33 |
| Consumer Defensive | 0.98 | 5.69 |
| Energy | - | 3.99 |
| Healthcare | - | 7.99 |
| Utilities | - | 4.18 |
| Communication Services | - | 3.58 |
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