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 Young Citizens Fund -Regular Plan-Growth Option
Chart Comparison
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) | ₹1032 Cr | ₹349 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 Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
1 Month | 3.49% | 2.33% |
6 Month | -2.88% | -1.31% |
1 Year | 3.11% | 4.91% |
3 Year | 17.3% | 18.75% |
5 Year | 15.58% | 21.54% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
6 Month | 8.86% | 7.53% |
1 Year | 6.55% | 5.14% |
3 Year | 14.03% | 14.36% |
5 Year | 12.62% | 15.23% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Young Citizens 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 Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Standard Deviation | 13.761% | 13.718% |
Sharp | 0.262% | 0.396% |
Beta | - | - |
Alpha | - | - |
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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 |
Funds Managed | 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 | 2.99 | 3.53 |
Large Cap | 57.51 | 51.96 |
Small Cap | 28.07 | 31.14 |
Mid Cap | 11.42 | 13.37 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Young Citizens Fund -Regular Plan-Growth Option |
---|---|---|
Others | 1.72 | 3.43 |
Energy | 5.49 | 5.73 |
Industrials | 10.23 | 9.32 |
Technology | 8.7 | 7.6 |
Consumer Defensive | 6.14 | 13.3 |
Financial Services | 27.03 | 31.49 |
Basic Materials | 9.16 | 9.12 |
Healthcare | 5.57 | 6.39 |
Consumer Cyclical | 16.66 | 9.32 |
Utilities | 4.15 | 2.38 |
Real Estate | 0.63 | - |
Communication Services | 4.52 | 1.91 |
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