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) | ₹366 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 | 3.06% | 2.13% | 2.13% |
6 Month | 2.66% | -7.38% | -7.38% |
1 Year | 1.99% | -2.35% | -2.35% |
3 Year | 19.44% | 14.48% | 14.48% |
5 Year | 20.81% | 14.26% | 14.26% |
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 | 9.53% | 5.71% | 5.71% |
1 Year | 10.45% | 1.4% | 1.4% |
3 Year | 15.29% | 11.02% | 11.02% |
5 Year | 15.78% | 11.09% | 11.09% |
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 | 8.59% | 6.82% | 6.82% |
3 Year | 7.23% | 6.79% | 6.79% |
5 Year | 5.91% | 6.73% | 6.73% |
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 | 13.02% | 13.65% | 13.65% |
Sharp | 0.96% | 0.62% | 0.62% |
Beta | 0.90% | 1.30% | 1.30% |
Alpha | -0.50% | -3.69% | -3.69% |
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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 | 5.12 | 11.18 | 11.18 |
Large Cap | 50.55 | 29.15 | 29.15 |
Small Cap | 30.19 | 46.97 | 46.97 |
Mid Cap | 14.14 | 12.71 | 12.71 |
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 | 3.44 | 11.18 | 11.18 |
Energy | 6.23 | - | - |
Technology | 6.07 | 8.38 | 8.38 |
Industrials | 8.82 | 20.62 | 20.62 |
Consumer Defensive | 11.73 | 3.73 | 3.73 |
Financial Services | 33.41 | 12.85 | 12.85 |
Consumer Cyclical | 9.27 | 15.36 | 15.36 |
Basic Materials | 8.71 | 15.12 | 15.12 |
Healthcare | 6.84 | 7.87 | 7.87 |
Real Estate | 1.67 | - | - |
Communication Services | 0.89 | - | - |
Utilities | 2.91 | 4.89 | 4.89 |
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