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) | ₹365 Cr | ₹16 Cr | ₹16 Cr |
| Min Investment | ₹500 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | -0.62% | -0.72% | -0.72% |
| 6 Month | -0.31% | 2.25% | 2.25% |
| 1 Year | -2.17% | -5.84% | -5.84% |
| 3 Year | 11.89% | 9.95% | 9.95% |
| 5 Year | 15.36% | 10.46% | 10.46% |
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 | 0.28% | 1.18% | 1.18% |
| 1 Year | 6.18% | 5.66% | 5.66% |
| 3 Year | 9.17% | 8.09% | 8.09% |
| 5 Year | 11.32% | 9.1% | 9.1% |
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 | 9.56% | 6.58% | 6.58% |
| 3 Year | 10.22% | 7% | 7% |
| 5 Year | 8.28% | 6.88% | 6.88% |
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 | 12.42% | 10.33% | 10.33% |
| Sharp | 0.46% | 0.39% | 0.39% |
| Beta | 0.91% | 1.34% | 1.34% |
| Alpha | -2.39% | -2.57% | -2.57% |
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 | 5.05 | 20.93 | 20.93 |
| Large Cap | 48.46 | 36.87 | 36.87 |
| Small Cap | 32.43 | 24.84 | 24.84 |
| Mid Cap | 14.06 | 17.36 | 17.36 |
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 | 3.17 | 13.62 | 13.62 |
| Energy | 6.36 | - | - |
| Technology | 5.59 | 8.04 | 8.04 |
| Industrials | 9.69 | 13.56 | 13.56 |
| Consumer Defensive | 11.88 | 5.91 | 5.91 |
| Financial Services | 30.88 | 20.57 | 20.57 |
| Consumer Cyclical | 10.39 | 15.85 | 15.85 |
| Basic Materials | 9.38 | 6.81 | 6.81 |
| Healthcare | 6.83 | 10.09 | 10.09 |
| Real Estate | 1.88 | - | - |
| Communication Services | 0.85 | 2.23 | 2.23 |
| Utilities | 3.1 | 3.32 | 3.32 |
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