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) | ₹129 Cr | ₹912 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 | -1.2% | -1.08% |
6 Month | 5.56% | 8.02% |
1 Year | 5.13% | 2.74% |
3 Year | 12.48% | 8.73% |
5 Year | 13.28% | 12.84% |
SIP Return Analysis
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | 1.01% | 1.72% |
1 Year | 3.91% | 3.3% |
3 Year | 11.78% | 10.1% |
5 Year | 11.8% | 9.4% |
Rolling Lumpsum Returns
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
---|---|---|
1 Year | 10.56% | 10.86% |
3 Year | 10.91% | 9.93% |
5 Year | 10.52% | 11.61% |
Risk Management
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Axis Children's Fund - Lock in - Growth |
---|---|---|
Standard Deviation | 4.32% | 9.39% |
Sharp | 1.38% | 0.41% |
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 | 82.05 | 31.21 |
Small Cap | 15.5 | 10.62 |
Mid Cap | 1.42 | 11.63 |
Large Cap | 1.02 | 46.55 |
Sector Allocation
Scheme Name |
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 82.05 | 27.85 |
Consumer Cyclical | 10.97 | 7.47 |
Basic Materials | 2.6 | 4.21 |
Industrials | 1.96 | 9.35 |
Financial Services | 1.42 | 22.82 |
Consumer Defensive | 1 | 1.4 |
Energy | - | 5.21 |
Technology | - | 7.37 |
Healthcare | - | 8.8 |
Real Estate | - | 1.85 |
Utilities | - | 1.45 |
Communication Services | - | 2.21 |
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