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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) | ₹1203 Cr | ₹367 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| 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 | -1.07% | -2.47% |
| 6 Month | 3.97% | -1.63% |
| 1 Year | 2.36% | -2.05% |
| 3 Year | 13.61% | 12.13% |
| 5 Year | 11.26% | 14.41% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.36% | 0.11% |
| 1 Year | 15.98% | 6.33% |
| 3 Year | 12.63% | 9.14% |
| 5 Year | 11.85% | 11.21% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.47% | 9.56% |
| 3 Year | 12.23% | 10.22% |
| 5 Year | 13.32% | 8.28% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.84% | 12.42% |
| Sharp | 0.55% | 0.46% |
| Beta | 0.95% | 0.91% |
| Alpha | -1.39% | -2.39% |
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 | 6.29 | 5.98 |
| Large Cap | 55.87 | 49.6 |
| Small Cap | 27.26 | 30.69 |
| Mid Cap | 10.58 | 13.73 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.14 | 4.16 |
| Energy | 4.31 | 6.61 |
| Technology | 7.67 | 5.8 |
| Consumer Defensive | 6.58 | 11.78 |
| Industrials | 6.75 | 9.57 |
| Financial Services | 27.86 | 31.92 |
| Consumer Cyclical | 15.47 | 10.03 |
| Basic Materials | 13.72 | 8.87 |
| Healthcare | 9.98 | 5.58 |
| Utilities | 2.85 | 2.92 |
| Communication Services | 3.68 | 0.93 |
| Real Estate | - | 1.81 |
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