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SBI Magnum Childrens Benefit Fund vs Tata Young Citizens Fund compare

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tortoise-icon SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

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tortoise-icon Tata Children's Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
Fund SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk High Average
Asset Size (Cr) ₹129 Cr ₹365 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹0
Min Addl Investment ₹1000 ₹500
Launch Date 28 Jan 2002 10 Jan 1996
Category Childrens Childrens
Fund Type Open Ended Open Ended
Benchmark BSE India Bond Index NIFTY 500 TRI
Turn Over 14% 9.56%
Expense Ratio 1.21 2.56
Manager Rama Iyer Srinivasan Amey Sathe
ISIN Code INF200K01776 INF277K01AJ5
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 Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
1 Month -1.16% -3.84%
6 Month 4.98% 7.87%
1 Year 5.47% -3.25%
3 Year 12.54% 13.58%
5 Year 13.31% 18.53%

SIP Return Analysis

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
6 Month 1.01% 0.78%
1 Year 3.91% -0.36%
3 Year 11.78% 10.55%
5 Year 11.8% 12.69%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
1 Year 10.56% 8.46%
3 Year 10.91% 7.37%
5 Year 10.52% 5.97%

Risk Management

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
Standard Deviation 4.32% 12.65%
Sharp 1.38% 0.69%
Beta - 0.91%
Alpha - -0.57%

Fund Managers

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
Name Rama Iyer Srinivasan Amey Sathe
Total AUM ₹158765 Cr ₹11910 Cr
Funds Managed 8 4
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Children's Fund - Regular Plan - Growth Option

Others 82.05 5.77
Small Cap 15.5 32.75
Mid Cap 1.42 13.99
Large Cap 1.02 47.49

Sector Allocation

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Children's Fund - Regular Plan - Growth Option

Others 82.05 4.05
Consumer Cyclical 10.97 10.18
Basic Materials 2.6 9.91
Industrials 1.96 9.89
Financial Services 1.42 30.09
Consumer Defensive 1 11.57
Energy - 6.15
Technology - 5.64
Healthcare - 6.98
Real Estate - 1.73
Communication Services - 0.85
Utilities - 2.97

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