Tata Young Citizens Fund vs Axis Childrens Gift Fund compare
Tata Young Citizens Fund -Regular Plan-Growth Option
Axis Children's Fund - Lock in - Growth
Chart Comparison
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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