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

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Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth

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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)	₹1132 Cr	₹355 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

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Tata Children's Fund - Regular Plan - Growth Option
1 Month	2.36%	1.18%
6 Month	9%	3.17%
1 Year	4.47%	0.53%
3 Year	14.49%	13.82%
5 Year	13.75%	17.7%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Tata Children's Fund - Regular Plan - Growth Option
6 Month	3.01%	0.32%
1 Year	14.93%	6.75%
3 Year	13.68%	10.91%
5 Year	12.5%	12.61%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Tata Children's Fund - Regular Plan - Growth Option
1 Year	10.72%	8.36%
3 Year	12.12%	7.48%
5 Year	13.35%	6.01%

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Tata Children's Fund - Regular Plan - Growth Option
Standard Deviation	12.73%	12.59%
Sharp	0.54%	0.56%
Beta	0.94%	0.92%
Alpha	-2.09%	-1.80%

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

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Tata Children's Fund - Regular Plan - Growth Option
Others	6.45	5.42
Large Cap	56.89	47.74
Small Cap	27.53	32.41
Mid Cap	9.13	14.44

Scheme Name	Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth	Tata Children's Fund - Regular Plan - Growth Option
Others	1.81	3.49
Energy	3.99	6.12
Industrials	7.98	9.88
Technology	6.49	5.53
Consumer Defensive	5.69	11.87
Basic Materials	13.51	9.86
Financial Services	27.33	30.11
Healthcare	7.99	7.01
Consumer Cyclical	17.45	10.35
Utilities	4.18	3.01
Communication Services	3.58	0.82
Real Estate	-	1.93