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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 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) ₹128 Cr ₹376 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 Children's Fund - Regular Plan - Growth Option
1 Month 1.55% 2.07%
6 Month 4.68% 7.03%
1 Year 9.1% 0.01%
3 Year 13.81% 18.55%
5 Year 14.02% 20.27%

SIP Return Analysis

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's Fund - Regular Plan - Growth Option
6 Month 3.4% 7.74%
1 Year 7.78% 8.1%
3 Year 13.48% 14.49%
5 Year 12.82% 15.19%

Rolling Lumpsum Returns

Scheme Name SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH Tata Children's 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 Children's Fund - Regular Plan - Growth Option
Standard Deviation 4.33% 13.02%
Sharp 1.51% 0.96%
Beta - 0.90%
Alpha - -0.50%

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Fund Managers

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

Market Cap

Scheme Name

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

Tata Children's Fund - Regular Plan - Growth Option

Others 81.92 5.56
Small Cap 15.56 30.6
Mid Cap 1.44 14.28
Large Cap 1.09 49.55

Sector Allocation

Scheme Name

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

Tata Children's Fund - Regular Plan - Growth Option

Others 81.92 3.88
Consumer Cyclical 11.06 10.39
Technology 0 5.99
Basic Materials 2.42 8.58
Industrials 2.11 8.83
Financial Services 1.44 32.3
Consumer Defensive 1.05 11.23
Utilities 0 2.99
Energy - 6.37
Healthcare - 6.81
Real Estate - 1.68
Communication Services - 0.95

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