Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare

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SBI Magnum Childrens Benefit 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 Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Fund	SBI Magnum Childrens Benefit 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)	₹129 Cr	₹355 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹0
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 Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
1 Month	0.46%	2.2%
6 Month	2.34%	3.56%
1 Year	3.67%	0.13%
3 Year	12.4%	12.88%
5 Year	13.23%	18.09%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
6 Month	0.22%	0.32%
1 Year	4.14%	6.75%
3 Year	10.72%	10.91%
5 Year	11.12%	12.61%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
1 Year	10.5%	8.36%
3 Year	10.94%	7.48%
5 Year	10.55%	6.01%

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Standard Deviation	4.46%	12.59%
Sharp	1.15%	0.56%
Beta	-	0.92%
Alpha	-	-1.80%

Scheme Name	SBI Magnum Childrens Benefit 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 Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Others	82.52	5.42
Small Cap	14.7	32.41
Mid Cap	1.67	14.44
Large Cap	1.11	47.74

Scheme Name	SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH	Tata Children's Fund - Regular Plan - Growth Option
Others	82.52	3.49
Consumer Cyclical	10.49	10.35
Basic Materials	2.27	9.86
Industrials	2.06	9.88
Financial Services	1.67	30.11
Consumer Defensive	0.99	11.87
Energy	-	6.12
Technology	-	5.53
Healthcare	-	7.01
Real Estate	-	1.93
Communication Services	-	0.82
Utilities	-	3.01