Axis Childrens Gift Fund vs SBI Magnum Childrens Benefit Fund compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Axis Children's Fund - Lock in - Growth
Chart Comparison
Overview
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Fund | SBI Magnum Childrens Benefit 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) | ₹130 Cr | ₹928 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 Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Month | - | -0.27% |
| 6 Month | 0.98% | 2.42% |
| 1 Year | 2.76% | 2.07% |
| 3 Year | 12.01% | 9.98% |
| 5 Year | 12.43% | 10.69% |
SIP Return Analysis
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 0.71% | 1.88% |
| 1 Year | 4.85% | 9.85% |
| 3 Year | 10.28% | 10.54% |
| 5 Year | 10.83% | 9.32% |
Rolling Lumpsum Returns
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 10.42% | 10.36% |
| 3 Year | 11.03% | 9.94% |
| 5 Year | 10.61% | 11.71% |
Risk Management
| Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 4.44% | 9.33% |
| Sharp | 1.19% | 0.39% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | SBI Magnum Childrens Benefit 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 Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
Market Cap
| Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 82.27 | 30.54 |
| Small Cap | 14.93 | 8.87 |
| Mid Cap | 1.71 | 11.43 |
| Large Cap | 1.09 | 49.15 |
Sector Allocation
| Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 82.18 | 27.29 |
| Consumer Cyclical | 10.49 | 7.32 |
| Basic Materials | 2.32 | 3.46 |
| Industrials | 2.03 | 8.88 |
| Technology | 0.09 | 8.71 |
| Financial Services | 1.71 | 22.68 |
| Consumer Defensive | 1.19 | 2.24 |
| Energy | - | 5.73 |
| Healthcare | - | 7.54 |
| Real Estate | - | 1.91 |
| Utilities | - | 1.9 |
| Communication Services | - | 2.34 |
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