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 | 1.79% | 2.64% | 2.64% |
6 Month | 12.2% | 11.28% | 11.28% |
1 Year | -6.37% | -6.66% | -6.66% |
3 Year | 12.87% | 10.32% | 10.32% |
5 Year | 18.7% | 13.2% | 13.2% |
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 | 1.13% | 2.64% | 2.64% |
1 Year | 5.05% | 3.02% | 3.02% |
3 Year | 11.2% | 9.62% | 9.62% |
5 Year | 12.8% | 9.97% | 9.97% |
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 | 8.46% | 6.73% | 6.73% |
3 Year | 7.37% | 6.84% | 6.84% |
5 Year | 5.97% | 6.76% | 6.76% |
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 | 12.71% | 13.24% | 13.24% |
Sharp | 0.50% | 0.28% | 0.28% |
Beta | 0.92% | 1.31% | 1.31% |
Alpha | -1.03% | -2.85% | -2.85% |
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 | 5.77 | 16.89 | 16.89 |
Large Cap | 47.49 | 32.49 | 32.49 |
Small Cap | 32.75 | 34.51 | 34.51 |
Mid Cap | 13.99 | 16.1 | 16.1 |
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 | 4.05 | 15.26 | 15.26 |
Energy | 6.15 | - | - |
Technology | 5.64 | 5.57 | 5.57 |
Industrials | 9.89 | 25.84 | 25.84 |
Consumer Defensive | 11.57 | 3.33 | 3.33 |
Financial Services | 30.09 | 15.53 | 15.53 |
Consumer Cyclical | 10.18 | 14.28 | 14.28 |
Basic Materials | 9.91 | 8.76 | 8.76 |
Healthcare | 6.98 | 6.48 | 6.48 |
Real Estate | 1.73 | - | - |
Communication Services | 0.85 | - | - |
Utilities | 2.97 | 4.95 | 4.95 |
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