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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) | ₹355 Cr | ₹901 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 | 2.2% | 2.57% |
| 6 Month | 3.56% | 5.69% |
| 1 Year | 0.13% | 4.69% |
| 3 Year | 12.88% | 10.29% |
| 5 Year | 18.09% | 13.09% |
SIP Return Analysis
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 6 Month | -1.59% | 0.07% |
| 1 Year | 2.22% | 5.42% |
| 3 Year | 8.66% | 9.43% |
| 5 Year | 11.23% | 8.74% |
Rolling Lumpsum Returns
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| 1 Year | 8.36% | 10.64% |
| 3 Year | 7.48% | 9.86% |
| 5 Year | 6.01% | 11.67% |
Risk Management
| Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Standard Deviation | 12.44% | 9.32% |
| Sharp | 0.52% | 0.40% |
| Beta | 0.91% | - |
| Alpha | -2.40% | - |
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 | 5.42 | 31.07 |
| Large Cap | 47.74 | 48.46 |
| Small Cap | 32.41 | 8.94 |
| Mid Cap | 14.44 | 11.53 |
Sector Allocation
| Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
Axis Children's Fund - Lock in - Growth |
|---|---|---|
| Others | 3.49 | 27.97 |
| Energy | 6.12 | 5.44 |
| Technology | 5.53 | 8.63 |
| Industrials | 9.88 | 8.65 |
| Consumer Defensive | 11.87 | 2.21 |
| Financial Services | 30.11 | 22.47 |
| Consumer Cyclical | 10.35 | 7.55 |
| Basic Materials | 9.86 | 3.49 |
| Healthcare | 7.01 | 7.57 |
| Real Estate | 1.93 | 1.89 |
| Communication Services | 0.82 | 2.2 |
| Utilities | 3.01 | 1.93 |
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