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Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare

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tortoise-icon SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

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tortoise-icon Tata Young Citizens 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 Young Citizens Fund -Regular Plan-Growth Option
Fund SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹121 Cr ₹349 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

Trailing Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
1 Month 0.29% 2.33%
6 Month 0.8% -1.31%
1 Year 10.48% 4.91%
3 Year 13.58% 18.75%
5 Year 14.4% 21.54%

SIP Return Analysis

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
6 Month 2.95% 7.53%
1 Year 6.55% 5.14%
3 Year 13.28% 14.36%
5 Year 12.72% 15.23%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
1 Year 10.6% 8.59%
3 Year 10.84% 7.23%
5 Year 10.47% 5.91%

Risk Management

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens Fund -Regular Plan-Growth Option
Standard Deviation 4.615% 13.718%
Sharp 0.97% 0.396%
Beta - -
Alpha - -

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Fund Managers

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Young Citizens 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 Young Citizens Fund -Regular Plan-Growth Option

Market Cap

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 80.99 3.53
Small Cap 15.06 31.14
Mid Cap 1.32 13.37
Large Cap 2.64 51.96

Sector Allocation

Scheme Name

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

Tata Young Citizens Fund -Regular Plan-Growth Option

Others 80.99 3.43
Consumer Cyclical 10.37 9.32
Industrials 3.45 9.32
Basic Materials 2.03 9.12
Financial Services 1.32 31.49
Consumer Defensive 1.14 13.3
Utilities 0.71 2.38
Energy - 5.73
Technology - 7.6
Healthcare - 6.39
Communication Services - 1.91

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