SBI Magnum Childrens Benefit Fund vs Tata Young Citizens Fund compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Tata Children's Fund - Regular Plan - Growth Option
Chart Comparison
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 |
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 | -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% |
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 | 1.01% | 0.78% |
1 Year | 3.91% | -0.36% |
3 Year | 11.78% | 10.55% |
5 Year | 11.8% | 12.69% |
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 | 10.56% | 8.46% |
3 Year | 10.91% | 7.37% |
5 Year | 10.52% | 5.97% |
Risk Management
Scheme Name | SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 4.32% | 12.65% |
Sharp | 1.38% | 0.69% |
Beta | - | 0.91% |
Alpha | - | -0.57% |
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 | 82.05 | 5.77 |
Small Cap | 15.5 | 32.75 |
Mid Cap | 1.42 | 13.99 |
Large Cap | 1.02 | 47.49 |
Sector Allocation
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 |
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