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SBI Magnum Childrens Benefit Fund vs Tata Young Citizens Fund compare

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

Trailing Lumpsum Returns

Scheme Name SBI Children's Fund - Savings Plan - Regular Plan - Growth Tata Children's Fund - Regular Plan - Growth Option
1 Month -0.6% -2.47%
6 Month 1.19% -1.63%
1 Year 2.03% -2.05%
3 Year 12.02% 12.13%
5 Year 11.58% 14.41%

SIP Return Analysis

Scheme Name SBI Children's 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%

Rolling Lumpsum Returns

Scheme Name SBI Children's 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%

Risk Management

Scheme Name SBI Children's 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%

Fund Managers

Scheme Name SBI Children's 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 Children's Fund - Savings Plan - Regular Plan - Growth Tata Children's Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

SBI Children's Fund - Savings Plan - Regular Plan - Growth

Tata Children's Fund - Regular Plan - Growth Option

Others 82.11 5.98
Small Cap 14.71 30.69
Mid Cap 1.99 13.73
Large Cap 1.19 49.6

Sector Allocation

Scheme Name

SBI Children's Fund - Savings Plan - Regular Plan - Growth

Tata Children's Fund - Regular Plan - Growth Option

Others 82.03 4.16
Consumer Cyclical 10.53 10.03
Basic Materials 2.35 8.87
Industrials 1.9 9.57
Technology 0.08 5.8
Financial Services 1.99 31.92
Consumer Defensive 1.12 11.78
Energy - 6.61
Healthcare - 5.58
Real Estate - 1.81
Communication Services - 0.93
Utilities - 2.92

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