Tata Young Citizens Fund vs LIC MF Childrens Gift Fund compare
Tata Children's Fund - Regular Plan - Growth Option
LIC MF Children's Gift Fund-Growth
LIC MF Childrens Gift Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Fund | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Average | Very High | Very High |
Asset Size (Cr) | ₹355 Cr | ₹15 Cr | ₹15 Cr |
Min Investment | ₹500 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹0 | ₹1000 | ₹1000 |
Min Addl Investment | ₹500 | ₹500 | ₹500 |
Launch Date | 10 Jan 1996 | 16 Oct 2001 | 16 Oct 2001 |
Category | Childrens | Childrens | Childrens |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE India Bond Index | BSE India Bond Index |
Turn Over | 9.56% | % | 25% |
Expense Ratio | 2.56 | 2.45 | 2.45 |
Manager | Amey Sathe | Pratik Harish Shroff | Pratik Harish Shroff |
ISIN Code | INF277K01AJ5 | INF767K01048 | INF767K01048 |
Exits Load | Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | -0.81% | -0.25% | -0.25% |
6 Month | 5.08% | 6.91% | 6.91% |
1 Year | -3.75% | -5.26% | -5.26% |
3 Year | 14.39% | 12.12% | 12.12% |
5 Year | 17.82% | 12.6% | 12.6% |
SIP Return Analysis
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -1.16% | 1.53% | 1.53% |
1 Year | 3.59% | 4.3% | 4.3% |
3 Year | 9.82% | 9.04% | 9.04% |
5 Year | 11.88% | 9.6% | 9.6% |
Rolling Lumpsum Returns
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 8.36% | 6.62% | 6.62% |
3 Year | 7.48% | 6.91% | 6.91% |
5 Year | 6.01% | 6.81% | 6.81% |
Risk Management
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 12.59% | 13.08% | 13.08% |
Sharp | 0.56% | 0.38% | 0.38% |
Beta | 0.92% | 1.33% | 1.33% |
Alpha | -1.80% | -3.19% | -3.19% |
Fund Managers
Scheme Name | Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Name | Amey Sathe | Pratik Harish Shroff | Pratik Harish Shroff |
Total AUM | ₹11910 Cr | ₹2586 Cr | ₹2586 Cr |
Funds Managed | 4 | 10 | 10 |
Tata Children's Fund - Regular Plan - Growth Option | LIC MF Children's Gift Fund-Growth | LIC MF Childrens Gift Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
LIC MF Children's Gift Fund-Growth |
LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Others | 5.96 | 17.55 | 17.55 |
Large Cap | 48.11 | 34.11 | 34.11 |
Small Cap | 31.86 | 31.99 | 31.99 |
Mid Cap | 14.07 | 16.34 | 16.34 |
Sector Allocation
Scheme Name |
Tata Children's Fund - Regular Plan - Growth Option |
LIC MF Children's Gift Fund-Growth |
LIC MF Childrens Gift Fund-Regular Plan-Growth |
---|---|---|---|
Others | 4.16 | 13.83 | 13.83 |
Energy | 6.08 | - | - |
Technology | 5.74 | 7.11 | 7.11 |
Industrials | 9.92 | 20.92 | 20.92 |
Consumer Defensive | 12.03 | 4.85 | 4.85 |
Financial Services | 29.27 | 16.47 | 16.47 |
Consumer Cyclical | 10.33 | 12.56 | 12.56 |
Basic Materials | 9.81 | 9.54 | 9.54 |
Healthcare | 7.12 | 8.38 | 8.38 |
Real Estate | 1.8 | - | - |
Communication Services | 0.81 | 0.51 | 0.51 |
Utilities | 2.92 | 5.83 | 5.83 |
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