Tata Young Citizens Fund vs Axis Childrens Gift Fund compare
Tata Children's Fund - Regular Plan - Growth Option
Axis Children's Fund - Lock in - Growth
Chart Comparison
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) | ₹376 Cr | ₹924 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 | 1.43% | 1.01% |
6 Month | 6.81% | 5.64% |
1 Year | -0.2% | 5.08% |
3 Year | 18.48% | 12.42% |
5 Year | 20.64% | 14.08% |
SIP Return Analysis
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
---|---|---|
6 Month | 7.74% | 5.17% |
1 Year | 8.1% | 7.25% |
3 Year | 14.49% | 11.74% |
5 Year | 15.19% | 10.52% |
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 | 13.02% | 10.17% |
Sharp | 0.96% | 0.67% |
Beta | 0.90% | - |
Alpha | -0.50% | - |
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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 | 5.56 | 30.8 |
Large Cap | 49.55 | 48.91 |
Small Cap | 30.6 | 9.69 |
Mid Cap | 14.28 | 10.6 |
Sector Allocation
Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
Axis Children's Fund - Lock in - Growth |
---|---|---|
Others | 3.88 | 29.76 |
Energy | 6.37 | 5.27 |
Technology | 5.99 | 7.28 |
Industrials | 8.83 | 7.5 |
Consumer Defensive | 11.23 | 1.15 |
Financial Services | 32.3 | 24.4 |
Consumer Cyclical | 10.39 | 7.18 |
Basic Materials | 8.58 | 4.21 |
Healthcare | 6.81 | 7.98 |
Real Estate | 1.68 | 1.92 |
Communication Services | 0.95 | 2.16 |
Utilities | 2.99 | 1.21 |
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