Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs SBI Magnum Childrens Benefit Fund compare

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SBI Children's Fund - Savings Plan - Regular Plan - Growth

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Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Fund	SBI Children's 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	₹1206 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

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
1 Month	-0.43%	-3.15%
6 Month	0.34%	1.16%
1 Year	5.48%	12.12%
3 Year	12.16%	14.85%
5 Year	11.38%	10.8%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
6 Month	-0.29%	-2.16%
1 Year	1.84%	3.27%
3 Year	8.57%	8.98%
5 Year	9.95%	10.17%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
1 Year	10.37%	9.13%
3 Year	11.06%	12.34%
5 Year	10.63%	13.19%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Standard Deviation	4.47%	11.68%
Sharp	1.37%	0.68%
Beta	0.75%	0.95%
Alpha	3.3%	-1.63%

Scheme Name	SBI Children's 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 Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Others	82.58	8.78
Small Cap	14.18	25.65
Mid Cap	2.02	11.71
Large Cap	1.22	53.86

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Others	80.57	1.53
Consumer Cyclical	10.19	17.28
Basic Materials	2.33	14.09
Industrials	1.93	6.06
Technology	0.08	7.33
Financial Services	3.87	27.3
Consumer Defensive	1.03	6.62
Energy	-	4.31
Healthcare	-	9.65
Utilities	-	2.14
Communication Services	-	3.69