LIC MF Childrens Gift Fund vs Tata Young Citizens Fund compare
Tata Children's Fund - Regular Plan - Growth Option
LIC MF Children's Gift Fund-Growth
LIC MF Childrens Gift Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹366 Cr | ₹15 Cr | ₹15 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹0 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Jan 1996 | 16 Oct 2001 | 16 Oct 2001 |
Category | Childrens | Childrens | Childrens |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE India Bond Index | BSE India Bond Index |
Turn Over | 9.56% | % | 25% |
Expense Ratio | 2.56 | 2.45 | 2.45 |
Manager | Amey Sathe | Pratik Harish Shroff | Pratik Harish Shroff |
ISIN Code | INF277K01AJ5 | INF767K01048 | INF767K01048 |
Exits Load | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 3.14% | 2.37% | 2.37% |
6 Month | 4.06% | -5.49% | -5.49% |
1 Year | 4.94% | -0.36% | -0.36% |
3 Year | 19.66% | 14.72% | 14.72% |
5 Year | 21.25% | 14.7% | 14.7% |
SIP Return Analysis
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | 9.76% | 6.66% | 6.66% |
1 Year | 10.08% | 2.38% | 2.38% |
3 Year | 16.07% | 11.94% | 11.94% |
5 Year | 16.25% | 11.59% | 11.59% |
Rolling Lumpsum Returns
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 8.59% | 6.82% | 6.82% |
3 Year | 7.23% | 6.79% | 6.79% |
5 Year | 5.91% | 6.73% | 6.73% |
Risk Management
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 13.53% | 13.96% | 13.96% |
Sharp | 0.73% | 0.44% | 0.44% |
Beta | 0.90% | 1.29% | 1.29% |
Alpha | -0.61% | -3.81% | -3.81% |
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Fund Managers
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Name | Amey Sathe | Pratik Harish Shroff | Pratik Harish Shroff |
Total AUM | ₹11910 Cr | ₹2586 Cr | ₹2586 Cr |
Funds Managed | 4 | 10 | 10 |
Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
LIC MF Children's Gift Fund-Growth |
LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Others | 3.53 | 19.72 | 19.72 |
Large Cap | 51.96 | 24.79 | 24.79 |
Small Cap | 31.14 | 45.98 | 45.98 |
Mid Cap | 13.37 | 9.51 | 9.51 |
Sector Allocation
Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
LIC MF Children's Gift Fund-Growth |
LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Others | 3.43 | 14.34 | 14.34 |
Energy | 5.73 | - | - |
Technology | 7.6 | 6.88 | 6.88 |
Industrials | 9.32 | 23.9 | 23.9 |
Consumer Defensive | 13.3 | 1.94 | 1.94 |
Financial Services | 31.49 | 13.17 | 13.17 |
Consumer Cyclical | 9.32 | 17.57 | 17.57 |
Basic Materials | 9.12 | 11.7 | 11.7 |
Healthcare | 6.39 | 5.47 | 5.47 |
Communication Services | 1.91 | - | - |
Utilities | 2.38 | 4.46 | 4.46 |
Real Estate | - | 0.57 | 0.57 |
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