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Tata Young Citizens Fund vs Axis Childrens Gift Fund compare

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tortoise-icon Tata Young Citizens 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 Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Fund Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹349 Cr ₹897 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 Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
1 Month -3.55% -2.39%
6 Month -16.89% -9.35%
1 Year 2.96% 9.44%
3 Year 11.53% 6.13%
5 Year 19.14% 12.82%

SIP Return Analysis

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
6 Month -8.97% -5.76%
1 Year -17.68% -7.12%
3 Year 8.12% 7.25%
5 Year 12.53% 8.7%

Rolling Lumpsum Returns

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
1 Year 8.74% 10.96%
3 Year 7.01% 9.92%
5 Year 5.83% 11.47%

Risk Management

Scheme Name Tata Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth
Standard Deviation 13.718% 10.93%
Sharp 0.396% -0.032%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Tata Young Citizens 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 Young Citizens Fund -Regular Plan-Growth Option Axis Children's Fund - Lock in - Growth

Market Cap

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

Axis Children's Fund - Lock in - Growth

Others 3.53 30.88
Large Cap 51.96 48.06
Small Cap 31.14 11.64
Mid Cap 13.37 9.42

Sector Allocation

Scheme Name

Tata Young Citizens Fund -Regular Plan-Growth Option

Axis Children's Fund - Lock in - Growth

Others 3.43 29.75
Energy 5.73 5.22
Technology 7.6 8.51
Industrials 9.32 6.82
Consumer Defensive 13.3 0.98
Financial Services 31.49 23.54
Consumer Cyclical 9.32 7.7
Basic Materials 9.12 4.39
Healthcare 6.39 8.39
Communication Services 1.91 1.83
Utilities 2.38 0.67
Real Estate - 2.21

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