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Tata Young Citizens Fund vs Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth compare
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
Tata Children's Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1132 Cr | ₹355 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹0 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 11 Feb 2019 | 10 Jan 1996 |
| Category | Childrens | Childrens |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 48% | 9.56% |
| Expense Ratio | 2.15 | 2.56 |
| Manager | Atul Penkar | Amey Sathe |
| ISIN Code | INF209KB1E76 | INF277K01AJ5 |
| Exits Load | Data not available./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 | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 1.76% | 1.06% |
| 6 Month | 8.8% | 3.38% |
| 1 Year | 2.32% | -1.03% |
| 3 Year | 13.43% | 12.55% |
| 5 Year | 13.35% | 16.89% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.6% | 0.12% |
| 1 Year | 14.14% | 5.8% |
| 3 Year | 12.64% | 9.76% |
| 5 Year | 11.81% | 11.72% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.72% | 8.36% |
| 3 Year | 12.12% | 7.48% |
| 5 Year | 13.35% | 6.01% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.86% | 12.44% |
| Sharp | 0.58% | 0.52% |
| Beta | 0.95% | 0.91% |
| Alpha | -1.66% | -2.40% |
Fund Managers
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Atul Penkar | Amey Sathe |
| Total AUM | ₹21393 Cr | ₹11910 Cr |
| Funds Managed | 3 | 4 |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.45 | 5.42 |
| Large Cap | 56.89 | 47.74 |
| Small Cap | 27.53 | 32.41 |
| Mid Cap | 9.13 | 14.44 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.81 | 3.49 |
| Energy | 3.99 | 6.12 |
| Industrials | 7.98 | 9.88 |
| Technology | 6.49 | 5.53 |
| Consumer Defensive | 5.69 | 11.87 |
| Basic Materials | 13.51 | 9.86 |
| Financial Services | 27.33 | 30.11 |
| Healthcare | 7.99 | 7.01 |
| Consumer Cyclical | 17.45 | 10.35 |
| Utilities | 4.18 | 3.01 |
| Communication Services | 3.58 | 0.82 |
| Real Estate | - | 1.93 |
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