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)	₹128 Cr	₹355 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	1.02%	2.44%
6 Month	5.78%	12.86%
1 Year	3.98%	-6.03%
3 Year	12.45%	13.77%
5 Year	13.29%	18.39%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
6 Month	0.91%	1.13%
1 Year	5.04%	5.05%
3 Year	11.67%	11.2%
5 Year	11.68%	12.8%

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	4.45%	12.71%
Sharp	1.17%	0.50%
Beta	-	0.92%
Alpha	-	-1.03%

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	82.4	5.96
Small Cap	15.18	31.86
Mid Cap	1.44	14.07
Large Cap	0.98	48.11

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Others	82.4	4.16
Consumer Cyclical	10.78	10.33
Basic Materials	2.42	9.81
Industrials	1.99	9.92
Financial Services	1.44	29.27
Consumer Defensive	0.97	12.03
Energy	-	6.08
Technology	-	5.74
Healthcare	-	7.12
Real Estate	-	1.8
Communication Services	-	0.81
Utilities	-	2.92