Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Magnum Childrens Benefit Fund vs Tata Young Citizens Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹127 Cr ₹366 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 0.39% 2.74%
6 Month 1.85% 2.04%
1 Year 9.83% 2.69%
3 Year 13.73% 19.58%
5 Year 14% 20.89%

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 2.79% 9.76%
1 Year 6.34% 10.08%
3 Year 13.17% 16.07%
5 Year 12.66% 16.25%

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 10.6% 8.59%
3 Year 10.84% 7.23%
5 Year 10.47% 5.91%

Risk Management

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
Standard Deviation 4.43% 13.53%
Sharp 1.41% 0.73%
Beta - 0.90%
Alpha - -0.61%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 79.23 5.12
Small Cap 16.28 30.19
Mid Cap 1.43 14.14
Large Cap 3.05 50.55

Sector Allocation

Scheme Name

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

Tata Children's Fund - Regular Plan - Growth Option

Others 77.85 3.44
Consumer Cyclical 11.97 9.27
Technology 1.39 6.07
Basic Materials 2.29 8.71
Industrials 3.25 8.82
Financial Services 1.43 33.41
Consumer Defensive 1.08 11.73
Utilities 0.74 2.91
Energy - 6.23
Healthcare - 6.84
Real Estate - 1.67
Communication Services - 0.89

Top Comparisons

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns34.56%

VS

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

3Y Returns32.41%

Compare Now

SBI Dynamic Bond Fund - Regular Plan - Growth SBI Dynamic Bond Fund - Regular Plan - Growth

3Y Returns7.92%

VS

Axis Dynamic Bond Fund - Regular Plan - Growth Option Axis Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns8.17%

Compare Now

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

3Y Returns19.22%

VS

DSP Large & Mid Cap Fund - Regular Growth DSP Large & Mid Cap Fund - Regular Growth

3Y Returns25.34%

Compare Now

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns22.25%

Compare Now
Add to Cart Successfully