Tata Young Citizens Fund vs Axis Childrens Gift Fund compare

Tata Young Citizens Fund vs Axis Childrens Gift Fund compare

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Tata Children's Fund - Regular Plan - Growth Option

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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)	₹365 Cr	₹912 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	-2%	-0.51%
6 Month	9.72%	7.97%
1 Year	-3.54%	2.73%
3 Year	14%	9.23%
5 Year	18.81%	12.98%

SIP Return Analysis

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
6 Month	0.78%	1.72%
1 Year	-0.36%	3.3%
3 Year	10.55%	10.1%
5 Year	12.69%	9.4%

Rolling Lumpsum Returns

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
1 Year	8.46%	10.86%
3 Year	7.37%	9.93%
5 Year	5.97%	11.61%

Risk Management

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
Standard Deviation	12.65%	9.39%
Sharp	0.69%	0.41%
Beta	0.91%	-
Alpha	-0.57%	-

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	5.77	31.21
Large Cap	47.49	46.55
Small Cap	32.75	10.62
Mid Cap	13.99	11.63

Sector Allocation

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
Others	4.05	27.85
Energy	6.15	5.21
Technology	5.64	7.37
Industrials	9.89	9.35
Consumer Defensive	11.57	1.4
Financial Services	30.09	22.82
Consumer Cyclical	10.18	7.47
Basic Materials	9.91	4.21
Healthcare	6.98	8.8
Real Estate	1.73	1.85
Communication Services	0.85	2.21
Utilities	2.97	1.45

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