Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare

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SBI Children's Fund - Savings Plan - Regular Plan - Growth

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Tata Children's Fund - Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
Fund	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹132 Cr	₹367 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	28 Jan 2002	10 Jan 1996
Category	Childrens	Childrens
Fund Type	Open Ended	Open Ended
Benchmark	BSE India Bond Index	NIFTY 500 TRI
Turn Over	14%	9.56%
Expense Ratio	1.21	2.56
Manager	Rama Iyer Srinivasan	Amey Sathe
ISIN Code	INF200K01776	INF277K01AJ5
Exits Load	SBI Magnum Childrens Benefit Fund - Savings Plan - Regular Plan - Growth charges 3.0% of sell value; if fund sold before 365 days. There are no other charges., 2.0% if fund sold before 730 days. There are no other charges., 1.0% if fund sold before 1095 days. There are no other charges./365	Tata Young Citizens Fund - Regular Plan - Growth charges 1.0% of sell value;. There are no other charges./365

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
1 Month	-0.6%	-2.47%
6 Month	1.19%	-1.63%
1 Year	2.03%	-2.05%
3 Year	12.02%	12.13%
5 Year	11.58%	14.41%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
6 Month	0.43%	0.11%
1 Year	4.65%	6.33%
3 Year	9.99%	9.14%
5 Year	10.65%	11.21%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
1 Year	10.42%	9.56%
3 Year	11.03%	10.22%
5 Year	10.61%	8.28%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
Standard Deviation	4.44%	12.42%
Sharp	1.19%	0.46%
Beta	-	0.91%
Alpha	-	-2.39%

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
Name	Rama Iyer Srinivasan	Amey Sathe
Total AUM	₹158765 Cr	₹11910 Cr
Funds Managed	8	4
	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
Others	82.11	5.98
Small Cap	14.71	30.69
Mid Cap	1.99	13.73
Large Cap	1.19	49.6

Scheme Name	SBI Children's Fund - Savings Plan - Regular Plan - Growth	Tata Children's Fund - Regular Plan - Growth Option
Others	82.03	4.16
Consumer Cyclical	10.53	10.03
Basic Materials	2.35	8.87
Industrials	1.9	9.57
Technology	0.08	5.8
Financial Services	1.99	31.92
Consumer Defensive	1.12	11.78
Energy	-	6.61
Healthcare	-	5.58
Real Estate	-	1.81
Communication Services	-	0.93
Utilities	-	2.92