Tata Young Citizens Fund vs SBI Magnum Childrens Benefit Fund compare
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
Tata Children's Fund - Regular Plan - Growth Option
Chart Comparison
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 | ₹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 | 0.46% | -2.48% |
6 Month | 4.6% | 6.82% |
1 Year | 7.58% | -3.33% |
3 Year | 13.15% | 15.69% |
5 Year | 13.8% | 19.5% |
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 | 2.81% | 4.69% |
1 Year | 7.03% | 4.81% |
3 Year | 13.09% | 13.49% |
5 Year | 12.59% | 14.69% |
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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