Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs Tata Young Citizens Fund compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Tata Children's Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1114 Cr | ₹366 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹0 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 11 Feb 2019 | 10 Jan 1996 |
Category | Childrens | Childrens |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 48% | 9.56% |
Expense Ratio | 2.15 | 2.56 |
Manager | Atul Penkar | Amey Sathe |
ISIN Code | INF209KB1E76 | INF277K01AJ5 |
Exits Load | Data not available./365 | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.24% | 2.74% |
6 Month | 1.93% | 2.04% |
1 Year | 3.19% | 2.69% |
3 Year | 18.28% | 19.58% |
5 Year | 14.82% | 20.89% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 11.31% | 9.76% |
1 Year | 11.98% | 10.08% |
3 Year | 16.03% | 16.07% |
5 Year | 13.79% | 16.25% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.81% | 8.59% |
3 Year | 11.8% | 7.23% |
5 Year | 12.77% | 5.91% |
Risk Management
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 13.97% | 13.53% |
Sharp | 0.63% | 0.73% |
Beta | 0.94% | 0.90% |
Alpha | -2.02% | -0.61% |
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Fund Managers
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
Name | Atul Penkar | Amey Sathe |
Total AUM | ₹21393 Cr | ₹11910 Cr |
Funds Managed | 3 | 4 |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
Others | 3.17 | 5.12 |
Large Cap | 56.58 | 50.55 |
Small Cap | 27.95 | 30.19 |
Mid Cap | 12.3 | 14.14 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.79 | 3.44 |
Energy | 5.75 | 6.23 |
Industrials | 8.87 | 8.82 |
Technology | 7.32 | 6.07 |
Consumer Defensive | 5.46 | 11.73 |
Basic Materials | 10.77 | 8.71 |
Financial Services | 29.14 | 33.41 |
Healthcare | 6.95 | 6.84 |
Consumer Cyclical | 14.57 | 9.27 |
Utilities | 4.34 | 2.91 |
Real Estate | 0.52 | 1.67 |
Communication Services | 4.52 | 0.89 |
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