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Tata Young Citizens Fund vs Axis Childrens Gift Fund compare

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tortoise-icon Tata Children's Fund - Regular Plan - Growth Option

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tortoise-icon Axis Children's Fund - Lock in - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
Fund Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹366 Cr ₹908 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹0 ₹1000
Min Addl Investment ₹500 ₹100
Launch Date 10 Jan 1996 08 Dec 2015
Category Childrens Childrens
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 9.56% 24%
Expense Ratio 2.56 2.28
Manager Amey Sathe Hardik Shah
ISIN Code INF277K01AJ5 INF846K01WJ1
Exits Load Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 Axis Childrens Fund - Compulsory Lock-in - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
1 Month 3.06% 1.62%
6 Month 2.66% 2.68%
1 Year 1.99% 6.38%
3 Year 19.44% 13.35%
5 Year 20.81% 14.43%

SIP Return Analysis

Scheme Name Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
6 Month 9.53% 6.55%
1 Year 10.45% 9.71%
3 Year 15.29% 12.52%
5 Year 15.78% 11%

Rolling Lumpsum Returns

Scheme Name Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
1 Year 8.59% 10.95%
3 Year 7.23% 9.84%
5 Year 5.91% 11.53%

Risk Management

Scheme Name Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
Standard Deviation 13.53% 10.78%
Sharp 0.73% 0.42%
Beta 0.90% -
Alpha -0.61% -

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Fund Managers

Scheme Name Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth
Name Amey Sathe Hardik Shah
Total AUM ₹11910 Cr ₹0 Cr
Funds Managed 4 12
Tata Children's Fund - Regular Plan - Growth Option Axis Children's Fund - Lock in - Growth

Market Cap

Scheme Name

Tata Children's Fund - Regular Plan - Growth Option

Axis Children's Fund - Lock in - Growth

Others 5.12 30.8
Large Cap 50.55 48.91
Small Cap 30.19 9.69
Mid Cap 14.14 10.6

Sector Allocation

Scheme Name

Tata Children's Fund - Regular Plan - Growth Option

Axis Children's Fund - Lock in - Growth

Others 3.44 29.76
Energy 6.23 5.27
Technology 6.07 7.28
Industrials 8.82 7.5
Consumer Defensive 11.73 1.15
Financial Services 33.41 24.4
Consumer Cyclical 9.27 7.18
Basic Materials 8.71 4.21
Healthcare 6.84 7.98
Real Estate 1.67 1.92
Communication Services 0.89 2.16
Utilities 2.91 1.21

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