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Tata Young Citizens Fund vs LIC MF Childrens Gift Fund compare

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tortoise-icon Tata Children's Fund - Regular Plan - Growth Option

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tortoise-icon LIC MF Children's Gift Fund-Growth

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tortoise-icon LIC MF Childrens Gift Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹365 Cr ₹16 Cr ₹16 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 -2.12% -1.88% -1.88%
6 Month 11.2% 9.55% 9.55%
1 Year -7.16% -7.93% -7.93%
3 Year 13.2% 9.96% 9.96%
5 Year 17.78% 12.08% 12.08%

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 0.69% 1.05% 1.05%
1 Year 1.73% -2.22% -2.22%
3 Year 11.59% 9.3% 9.3%
5 Year 13.43% 10.04% 10.04%

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 12.65% 13.11% 13.11%
Sharp 0.69% 0.42% 0.42%
Beta 0.91% 1.29% 1.29%
Alpha -0.57% -3.01% -3.01%

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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