Axis Childrens Gift Fund vs SBI Magnum Childrens Benefit Fund compare
SBI Children's Fund - Savings Plan - Regular Plan - Growth
Axis Children's Fund - Lock in - Growth
Chart Comparison
Overview
| Scheme Name | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Fund | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹132 Cr | ₹922 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 28 Jan 2002 | 08 Dec 2015 |
| Category | Childrens | Childrens |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 14% | 24% |
| Expense Ratio | 1.21 | 2.28 |
| Manager | Rama Iyer Srinivasan | Hardik Shah |
| ISIN Code | INF200K01776 | INF846K01WJ1 |
| Exits Load | SBI Magnum Childrens Benefit Fund - Savings Plan - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 | Axis Childrens Fund - Compulsory Lock-in - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Month | -0.51% | -2.72% |
| 6 Month | -0.49% | -1.65% |
| 1 Year | 4.32% | 5.03% |
| 3 Year | 11.96% | 10.37% |
| 5 Year | 11.18% | 8.95% |
SIP Return Analysis
| Scheme Name | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 0.31% | -0.18% |
| 1 Year | 3.42% | 5.41% |
| 3 Year | 9.09% | 8.9% |
| 5 Year | 10.2% | 8.45% |
Rolling Lumpsum Returns
| Scheme Name | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 10.37% | 10.26% |
| 3 Year | 11.06% | 9.99% |
| 5 Year | 10.63% | 11.67% |
Risk Management
| Scheme Name | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 4.47% | 10.09% |
| Sharp | 1.37% | 0.55% |
| Beta | 0.75% | 1.1% |
| Alpha | 3.3% | -1.67% |
Fund Managers
| Scheme Name | SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Name | Rama Iyer Srinivasan | Hardik Shah |
| Total AUM | ₹158765 Cr | ₹0 Cr |
| Funds Managed | 8 | 12 |
| SBI Children's Fund - Savings Plan - Regular Plan - Growth | Axis Children's Fund - Lock in - Growth |
Market Cap
| Scheme Name |
SBI Children's Fund - Savings Plan - Regular Plan - Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 82.58 | 32.46 |
| Small Cap | 14.18 | 8.27 |
| Mid Cap | 2.02 | 8.47 |
| Large Cap | 1.22 | 50.8 |
Sector Allocation
| Scheme Name |
SBI Children's Fund - Savings Plan - Regular Plan - Growth |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 80.57 | 28.45 |
| Consumer Cyclical | 10.19 | 7.85 |
| Basic Materials | 2.33 | 2.74 |
| Industrials | 1.93 | 8.08 |
| Technology | 0.08 | 8.42 |
| Financial Services | 3.87 | 22.79 |
| Consumer Defensive | 1.03 | 2.49 |
| Energy | - | 6.3 |
| Healthcare | - | 7.01 |
| Real Estate | - | 1.58 |
| Utilities | - | 1.9 |
| Communication Services | - | 2.41 |
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