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)	₹367 Cr	₹931 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹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

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
1 Month	0.63%	0.82%
6 Month	-2.09%	2.27%
1 Year	-0.09%	4.55%
3 Year	13.09%	11.14%
5 Year	14.25%	10.01%

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
6 Month	1.07%	2.47%
1 Year	6.79%	10.73%
3 Year	8.89%	10.61%
5 Year	11.1%	9.35%

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
1 Year	9.49%	10.29%
3 Year	10.3%	9.97%
5 Year	8.33%	11.68%

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
Standard Deviation	12.12%	10.09%
Sharp	0.53%	0.49%
Beta	0.92%	1.1%
Alpha	-2.55%	-1.68%

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

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
Others	6	27.18
Large Cap	51.76	56.38
Small Cap	32.2	8.46
Mid Cap	10.04	7.95

Scheme Name	Tata Children's Fund - Regular Plan - Growth Option	Axis Children's Fund - Lock in - Growth
Others	4.19	26.64
Petroleum Products	6.61	5.86
IT - Software	5.8	6.38
Construction	4.34	3.16
Minerals & Mining	1.74	-
Diversified FMCG	5.17	0.63
Banks	22.96	15.78
Consumer Durables	8.93	1.77
Cement & Cement Products	2.16	0.09
Pharmaceuticals & Biotechnology	2.4	3.96
Industrial Products	0.87	-
Realty	1.81	1.78
Auto Components	3.42	1.81
Healthcare Services	3.18	3.27
Telecom - Services	0.93	2.38
Agricultural Food & other Products	4.59	-
Gas	1.52	-
Finance	4.73	6
Diversified	1.43	-
Electrical Equipment	0.71	2.47
Power	1.4	1.89
Chemicals & Petrochemicals	1.55	0.89
Insurance	4.23	1.64
Paper, Forest & Jute Products	1	-
Beverages	2.02	0.68
Retailing	0.96	2.56
Commercial Services & Supplies	1.35	0.65
Non - Ferrous Metals	-	0.47
Aerospace & Defense	-	1.3
Ferrous Metals	-	0.47
Automobiles	-	3.14
Oil	-	0.09
Food Products	-	0.67
Household Products	-	0.92
Consumable Fuels	-	0.04
Fertilizers & Agrochemicals	-	0.77
Industrial Manufacturing	-	1.3
Transport Services	-	0.51