Axis Childrens Gift Fund vs Tata Young Citizens Fund compare
Tata Children's Fund - Regular Plan - Growth Option
Axis Children's Fund - Lock in - Growth
Chart Comparison
Overview
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Fund | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹367 Cr | ₹931 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 10 Jan 1996 | 08 Dec 2015 |
| Category | Childrens | Childrens |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 9.56% | 24% |
| Expense Ratio | 2.56 | 2.28 |
| Manager | Amey Sathe | Hardik Shah |
| ISIN Code | INF277K01AJ5 | INF846K01WJ1 |
| Exits Load | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. 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 | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Month | -1.05% | -0.84% |
| 6 Month | -1.2% | 2.35% |
| 1 Year | -1.64% | 1.91% |
| 3 Year | 12.15% | 10.26% |
| 5 Year | 14.93% | 10.37% |
SIP Return Analysis
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | 0.11% | 1.29% |
| 1 Year | 6.33% | 9.49% |
| 3 Year | 9.14% | 10.31% |
| 5 Year | 11.21% | 9.15% |
Rolling Lumpsum Returns
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 9.56% | 10.36% |
| 3 Year | 10.22% | 9.94% |
| 5 Year | 8.28% | 11.71% |
Risk Management
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 12.42% | 9.33% |
| Sharp | 0.46% | 0.39% |
| Beta | 0.91% | - |
| Alpha | -2.39% | - |
Fund Managers
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Name | Amey Sathe | Hardik Shah |
| Total AUM | ₹11910 Cr | ₹0 Cr |
| Funds Managed | 4 | 12 |
| Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
Market Cap
| Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 5.05 | 30.54 |
| Large Cap | 48.46 | 49.15 |
| Small Cap | 32.43 | 8.87 |
| Mid Cap | 14.06 | 11.43 |
Sector Allocation
| Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 3.17 | 27.29 |
| Energy | 6.36 | 5.73 |
| Technology | 5.59 | 8.71 |
| Industrials | 9.69 | 8.88 |
| Consumer Defensive | 11.88 | 2.24 |
| Financial Services | 30.88 | 22.68 |
| Consumer Cyclical | 10.39 | 7.32 |
| Basic Materials | 9.38 | 3.46 |
| Healthcare | 6.83 | 7.54 |
| Real Estate | 1.88 | 1.91 |
| Communication Services | 0.85 | 2.34 |
| Utilities | 3.1 | 1.9 |
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