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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) | ₹1116 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 | 2.05% | 1.75% |
| 6 Month | 16.87% | 12.42% |
| 1 Year | -2.4% | -6.56% |
| 3 Year | 12.36% | 12.85% |
| 5 Year | 12.95% | 18.34% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.94% | 1.13% |
| 1 Year | 11.04% | 5.05% |
| 3 Year | 13% | 11.2% |
| 5 Year | 11.96% | 12.8% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.13% | 8.46% |
| 3 Year | 11.99% | 7.37% |
| 5 Year | 13.32% | 5.97% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.96% | 12.71% |
| Sharp | 0.42% | 0.50% |
| Beta | 0.94% | 0.92% |
| Alpha | -2.10% | -1.03% |
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 | 3.75 | 5.77 |
| Large Cap | 56.13 | 47.49 |
| Small Cap | 29.6 | 32.75 |
| Mid Cap | 10.52 | 13.99 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 0.75 | 4.05 |
| Energy | 4.72 | 6.15 |
| Industrials | 8.19 | 9.89 |
| Technology | 6.88 | 5.64 |
| Consumer Defensive | 6.28 | 11.57 |
| Basic Materials | 13.8 | 9.91 |
| Financial Services | 27.56 | 30.09 |
| Healthcare | 7.41 | 6.98 |
| Consumer Cyclical | 15.03 | 10.18 |
| Utilities | 4.82 | 2.97 |
| Real Estate | 0 | 1.73 |
| Communication Services | 4.55 | 0.85 |
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