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) | ₹1145 Cr | ₹365 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 | -1.96% | -3.84% |
6 Month | 11.65% | 7.87% |
1 Year | -0.05% | -3.25% |
3 Year | 12.6% | 13.58% |
5 Year | 13.6% | 18.53% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.04% | 0.78% |
1 Year | 5.31% | -0.36% |
3 Year | 12.14% | 10.55% |
5 Year | 11.54% | 12.69% |
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 | 12.88% | 12.65% |
Sharp | 0.60% | 0.69% |
Beta | 0.93% | 0.91% |
Alpha | -1.77% | -0.57% |
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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