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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 Children's 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 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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