SBI Magnum Childrens Benefit Fund vs Tata Young Citizens Fund compare

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

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Tata Children's Fund - Regular Plan - Growth Option

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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)	₹132 Cr	₹367 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
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

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
1 Month	-0.49%	-1.05%
6 Month	1.24%	-1.2%
1 Year	2.33%	-1.64%
3 Year	12.04%	12.15%
5 Year	12.32%	14.93%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
6 Month	0.43%	0.11%
1 Year	4.65%	6.33%
3 Year	9.99%	9.14%
5 Year	10.65%	11.21%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
1 Year	10.42%	9.56%
3 Year	11.03%	10.22%
5 Year	10.61%	8.28%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Standard Deviation	4.44%	12.42%
Sharp	1.19%	0.46%
Beta	-	0.91%
Alpha	-	-2.39%

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

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Others	82.64	5.05
Small Cap	14.51	32.43
Mid Cap	1.75	14.06
Large Cap	1.09	48.46

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Others	82.56	3.17
Consumer Cyclical	10.37	10.39
Basic Materials	2.26	9.38
Industrials	1.99	9.69
Technology	0.09	5.59
Financial Services	1.75	30.88
Consumer Defensive	0.98	11.88
Energy	-	6.36
Healthcare	-	6.83
Real Estate	-	1.88
Communication Services	-	0.85
Utilities	-	3.1