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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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

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%

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%

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%

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%

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

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