Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Childrens Gift Fund vs SBI Magnum Childrens Benefit Fund compare

Link copied to clipboard!

tortoise-icon SBI Children's Fund - Savings Plan - Regular Plan - Growth

Invest Now

tortoise-icon Axis Children's Fund - Lock in - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

ITI ELSS Tax Saver Fund Regular - Growth ITI ELSS Tax Saver Fund Regular - Growth

3Y Returns17.27%

VS

Invesco India ELSS Tax Saver Fund - Growth Invesco India ELSS Tax Saver Fund - Growth

3Y Returns15.29%

Compare Now

SBI Large & MIDCap Fund- Regular Plan -Growth SBI Large & MIDCap Fund- Regular Plan -Growth

3Y Returns17.26%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns21.87%

Compare Now

Canara Robeco Income Fund - Regular Plan - Growth Option Canara Robeco Income Fund - Regular Plan - Growth Option

3Y Returns5.6%

VS

UTI Medium to Long Duration Fund- Regular Plan - Growth UTI Medium to Long Duration Fund- Regular Plan - Growth

3Y Returns6.5%

Compare Now

Tata Mid Cap Fund Regular Plan- Growth Option Tata Mid Cap Fund Regular Plan- Growth Option

3Y Returns20.85%

VS

Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT Tata Mid Cap Fund-Regular Plan - IDCW PAYOUT

3Y Returns20.84%

Compare Now
Add to Cart Successfully