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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) | ₹1114 Cr | ₹366 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 | 3.45% | 3.04% |
| 6 Month | 4.2% | 4.35% |
| 1 Year | 4.15% | 4.7% |
| 3 Year | 18.3% | 19.79% |
| 5 Year | 15.31% | 21.4% |
SIP Return Analysis
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 11.31% | 9.76% |
| 1 Year | 11.98% | 10.08% |
| 3 Year | 16.03% | 16.07% |
| 5 Year | 13.79% | 16.25% |
Rolling Lumpsum Returns
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.81% | 8.59% |
| 3 Year | 11.8% | 7.23% |
| 5 Year | 12.77% | 5.91% |
Risk Management
| Scheme Name | Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth | Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 13.97% | 13.53% |
| Sharp | 0.63% | 0.73% |
| Beta | 0.94% | 0.90% |
| Alpha | -2.02% | -0.61% |
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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 | 2.99 | 3.53 |
| Large Cap | 57.51 | 51.96 |
| Small Cap | 28.07 | 31.14 |
| Mid Cap | 11.42 | 13.37 |
Sector Allocation
| Scheme Name |
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth |
Tata Children's Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.72 | 3.43 |
| Energy | 5.49 | 5.73 |
| Industrials | 10.23 | 9.32 |
| Technology | 8.7 | 7.6 |
| Consumer Defensive | 6.14 | 13.3 |
| Financial Services | 27.03 | 31.49 |
| Basic Materials | 9.16 | 9.12 |
| Healthcare | 5.57 | 6.39 |
| Consumer Cyclical | 16.66 | 9.32 |
| Utilities | 4.15 | 2.38 |
| Real Estate | 0.63 | - |
| Communication Services | 4.52 | 1.91 |
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