Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth vs Tata Young Citizens Fund compare

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tortoise-icon Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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tortoise-icon Tata Young Citizens Fund -Regular Plan-Growth Option

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Chart Comparison

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

Overview

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Fund Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹1088 Cr ₹367 Cr
Min Investment ₹1000
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹1000 ₹500
Launch Date 11 Feb 2019 10 Jan 1996
Category Childrens Funds Childrens Funds
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 Young Citizens Fund -Regular Plan-Growth Option
1 Month 2.86% 1.7%
6 Month 7.98% 7.4%
1 Year 22.27% 19.85%
3 Year 13.15% 14.26%
5 Year 13.53% 19.18%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
6 Month - -
1 Year 17.71% 15.54%
3 Year 19.82% 20.21%
5 Year 16.39% 20.4%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
1 Year 12.49% 8.66%
3 Year 11.96% 6.81%
5 Year 13.05% 5.68%

Risk Management

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Standard Deviation 11.68% 12.12%
Sharp 0.69% 0.92%
Beta 0.87% 0.93%
Alpha -3.35% -0.74%

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Fund Managers

Scheme Name Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option
Name Atul Penkar Amey Sathe
Total AUM ₹21393 Cr ₹11910 Cr
Fund Manage 3 4
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth Tata Young Citizens Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 2.24 5.45
Large Cap 57.52 48.83
Small Cap 21.57 35.21
Mid Cap 18.67 10.51

Sector Allocation

Scheme Name

Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 1.05 5.45
Energy 12.72 -
Technology 4.26 -
Consumer Staples 5.07 -
Materials 2.41 -
Construction 6.73 3.36
Financial 24.4 -
Metals & Mining 3.55 -
Healthcare 4.35 -
Chemicals 3.06 -
Automobile 8 -
Services 9.73 -
Consumer Discretionary 4.04 -
Communication 5.48 -
Capital Goods 2.97 -
Insurance 0.98 2.69
Textiles 1.2 -
Petroleum Products - 5.14
IT - Software - 7.91
Cement & Cement Products - 2.3
Minerals & Mining - 0.69
Diversified FMCG - 4.54
Banks - 23.27
Consumer Durables - 7.44
Fertilizers & Agrochemicals - 2.96
Pharmaceuticals & Biotechnology - 3.39
Capital Markets - 1.82
Industrial Products - 1.08
Realty - 0.88
Auto Components - 3.43
Healthcare Services - 2.44
Telecom - Services - 0.79
Agricultural Food & other Products - 2.68
Retailing - 2.26
Gas - 0.92
Finance - 4.88
Diversified - 0.99
Oil - 1.09
Entertainment - 1.23
Electrical Equipment - 1.14
Power - 1.55
Transport Services - 0.6
Beverages - 2.01
Commercial Services & Supplies - 1.07

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