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

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tortoise-icon SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

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tortoise-icon 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 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 0.54% 5.6%
6 Month 2.27% 11.08%
1 Year 3.95% 5.38%
3 Year 12.38% 14.59%
5 Year 13.22% 14.38%

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 0.22% 3.01%
1 Year 4.14% 14.93%
3 Year 10.72% 13.68%
5 Year 11.12% 12.5%

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 4.46% 12.73%
Sharp 1.15% 0.54%
Beta - 0.94%
Alpha - -2.09%

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 82.52 6.45
Small Cap 14.7 27.53
Mid Cap 1.67 9.13
Large Cap 1.11 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 82.52 1.81
Consumer Cyclical 10.49 17.45
Basic Materials 2.27 13.51
Industrials 2.06 7.98
Financial Services 1.67 27.33
Consumer Defensive 0.99 5.69
Energy - 3.99
Technology - 6.49
Healthcare - 7.99
Utilities - 4.18
Communication Services - 3.58

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